Northern Global Sustainability Fund Quote
| NSRIX Fund | USD 22.58 0.04 0.18% |
PerformanceVery Weak
| Odds Of DistressLow
|
Northern Global is trading at 22.58 as of the 25th of March 2025; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 22.54. Northern Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund will invest substantially all of its net assets in equity securities included in the index, in weightings that approximate the relative composition of the securities contained in the index, and in ADRs, EDRs, and GDRs representing such securities. More on Northern Global Sustainability
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Northern Mutual Fund Highlights
| Fund Concentration | Northern Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Northern Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Global Sustainability [NSRIX] is traded in USA and was established 25th of March 2025. Northern Global is listed under Northern Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Northern Funds family. This fund now has accumulated 1.7 B in assets with minimum initial investment of 2.5 K. Northern Global Sust is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.02%, while the total return for the last 3 years was 7.88%.
Check Northern Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Global Sustainability Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Northern Global Sustainability Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| ROG | Rogers | Stock | Information Technology | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General |
Northern Global Sust Risk Profiles
| Mean Deviation | 0.8596 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Risk Adjusted Performance | (0.09) |
Northern Global Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Global financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Global security.
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