Building Smart Portfolios with Northern Funds
A diversified mutual fund family offering equity, fixed income, real asset and multi-asset strategies.Northern Funds offers a broad range of investment strategies to fit within your asset allocation; including our proprietary quantitative factor strategies designed to efficiently capture excess returns and managing risk controls.
We believe investors should be compensated for the risks they take – in all market environments and any investment strategy.
We purposely combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft efficient solutions that deliver targeted outcomes.
- A diversified mutual fund family with $226.5B in AUM1
- Equity funds quantitative, multi-factor and index investment strategies
- Fixed income funds, taxable and tax-exempt, ultra-short, core/core-plus and high yield
- Institutional cash portfolios available through Northern Institutional Funds
1*As of September 30, 2020. Source: Northern Trust Asset Management (NTAM) Finance.
Northern Global Tactical Asset Allocation Fund (BBALX)
A transparent, globally diversified and cost-efficient turnkey strategy designed to help maximize portfolio efficiency while adapting to changing market/economic conditions. Fund objective: Capital appreciation and current income.
Northern U.S Quality ESG Fund (NUESX)
A thoughtfully-designed, quantitative approach to investing. By integrating quality and ESG factors, the fund seeks to improve risk-adjusted returns by targeting companies of higher quality, above-peer group ESG ratings and smaller carbon footprint. Fund Objective: Capital appreciation
Northern Ultra-Short Fixed Income Fund (NUSFX)
The Ultra-Short Fixed Income Fund seeks to generate higher yields than money market funds with less volatility than short duration bond funds. It is intended for investors with an investment horizon of at least one year and strives to maintain a six - eighteen month average maturity, under normal circumstances, with a maximum security maturity of three years. The Fund's investment objective is total return.
Investment News interviews veteran small cap manager, Robert Bergson.
Northern Trust Investment Management
Northern Trust Investment Management
Not FDIC insured | May lose value | No bank guarantee
All investments involve risk, including possible loss of principal.
Asset Allocation Risk: An asset allocation strategy does not guarantee any specific result or profit nor protect against a loss.
Bond Risk: Bond funds will tend to experience smaller fluctuations in value than stock funds. However, investors in any bond fund should anticipate fluctuations in price, especially for longer-term issues and in environments of rising interest rates.
Environmental, Social and Governance (ESG) Risk: The Funds ESG screening process may affect exposures to certain companies or industries and cause the Fund to fore go certain investment opportunities.
Equity Risk: Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed-income securities. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes.
New Fund Risk: The fund, because it is new with no operating history,may not grow or maintain an economically viable size, in which case the Board of Trustees of the Trust may determine to liquidate the Fund.
Interest Rate Risk: Increases in prevailing interest rates will cause fixed-income securities, including convertible securities, held by the Fund to decline in value.
International Risk: International investing involves increased risk and volatility.
Please carefully read the summary prospectus or prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a summary prospectus or prospectus. The summary prospectus and prospectus contain this and other information about the Funds.
Shares of the Northern Funds are offered only by a current Prospectus and are intended solely for persons to whom shares of US registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Northern Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.
©2020 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.