BBALX Mutual Fund
BBALX Mutual Fund
Northern Global Tactical Asset Allocation Fund
BBALX Mutual Fund Overview
BBALX Mutual Fund (Northern Global Tactical Asset Allocation Fund) is managed by Northern Funds with $95.9M in net assets. BBALX expense ratio is 0.48%, holding 19 positions across sectors including Materials, Financials. Inception date: 1993-07-01.
BBALX performance shows a YTD return of 7.13%. The 1-year return is 15.15% and the 5-year return is 5.86%. BBALX dividend yield stands at 2.71%, paid quarterly.
BBALX top holdings include Northern Technologies International Corporation (16.6%), Flexshares Trust Mornstar Usmkt (14.2%), Northern Fixed Income Fund (9.4%), Flexshares Trust Mstar Emkt Fac (7.3%), Northern Institutional Government Portfolio (6.8%). View all BBALX holdings, sector breakdown, or dividend history.
BBALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.