BBALX Mutual Fund

BBALX Mutual Fund (Northern Global Tactical Asset Allocation Fund) is managed by Northern Funds with $95.9M in net assets. BBALX expense ratio is 0.49%, holding 21 positions across sectors including Financials, Information Technology. Inception date: 1993-07-01.

BBALX performance shows a YTD return of 9.28%. The 1-year return is 14.32% and the 5-year return is 5.93%. BBALX dividend yield stands at 2.88%, paid quarterly.

BBALX top holdings include Northern Stock Index Fund (16.1%), Flexshares Trust Mornstar Usmkt (14.7%), Northern Fixed Income Fund (9.4%), Ishares 3 -7 Year Treasury Bond ETF (8.7%), Flexshares Trust Mstar Emkt Fac (7.7%). Go to all BBALX holdings, BBALX sectors, or BBALX dividends.

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