Northern Inst Glb Tactical Asset Alloc C Northern Institutional Funds 50 South LaSalle Street Chicago, IL 60607 Map
Phone: 800-637-1380
| Category: | Moderate Allocation | | Fund Family: | Northern Funds | | Net Assets: | 3.97M | | Year-to-Date Return: | -13.75% | | Yield: | 2.03% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-95 |
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Peter J. Flood
Lead Manager since
01-Apr-08 | | | Flood has been a vice president and fixed-income portfolio manager with the Nothern Trust Company since 1981. He joined Northern Trust in 1979. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation and current income. The fund intends to invest primarily in shares of a combination of underlying mutual funds. It may also invest in other unaffiliated mutual funds and exchange-traded funds (ETFs) and other securities and investments not issued by mutual funds. The fund expects its foreign investments to be allocated among funds that are diversified among various regions ), industries and capitalization ranges. |
| Last Dividend
(27-Aug-08):
| 0.05 | | Last Cap Gain
(20-Dec-07):
| 2.01 | | Annual Holdings Turnover
| 147.00% | | Average for Category:
| 71.15% |
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| Expense | BBCCX | Category Avg | | Total Expense Ratio: | 0.85%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$350 | $623 | | 5 Yr Expense Projection*: |
$606 | $950 | | 10 Yr Expense Projection*: |
$1,340 | $1,859 |
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