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 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 14.56% and the 5-year return is 5.73%. 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%). 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.