NTBIX Mutual Fund

NTBIX Mutual Fund

NAV$9.74
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Fund Essentials - as of Apr 30, 2026

Net Assets
$7.1B
Expense Ratio
1.03%
Dividend Yield (Current)
4.12%
Holdings
131
Inception Date
Mar 27, 2014
Fund Family
Navigator Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+1.54%
1 Year+4.85%
3 Year+5.13%
5 Year+2.81%
10 Year+4.54%

Asset Allocation

Bonds: 79.87%
Cash: 7.24%
Other: 12.90%
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Top Holdings

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TickerNameWeight
HYGIshares Iboxx $ High Yield Corporate Bond Fund8.95%
DTRXXDreyfus Trsy Oblig Cash Mgmt Cl Ins7.35%
T 4.125 10/31/29Us Treas Nts 4.125% 10/31/294.20%
B 0 05/14/26Treasury Bill 0 5/14/20262.09%
-Treasury Bill 0% May 07, 20262.09%
Top 10 Concentration: 35.07%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.12%
Frequency
Quarterly
Latest Distribution
$0.05
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NTBIX Mutual Fund Overview

NTBIX Mutual Fund (Navigator Tactical Fixed Income Fund Class I) is managed by Navigator Funds with $7.12B in net assets. NTBIX expense ratio is 1.03%, holding 131 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2014-03-27.

NTBIX performance shows a YTD return of 1.54%. The 1-year return is 4.85% and the 5-year return is 2.81%. NTBIX dividend yield stands at 4.12%, paid quarterly.

NTBIX top holdings include Ishares Iboxx $ High Yield Corporate Bond Fund (8.9%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (7.3%), Us Treas Nts 4.125% 10/31/29 (4.2%), Treasury Bill 0 5/14/2026 (2.1%), Treasury Bill 0% May 07, 2026 (2.1%). Go to all NTBIX holdings, NTBIX sectors, or NTBIX dividends.

NTBIX can be compared against other funds. Use NTBIX overlap to find shared positions, or NTBIX vs another fund for a side-by-side view. NTBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.