NCGXX Mutual Fund

NCGXX Mutual Fund

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Fund Essentials - as of Jul 31, 2026

Net Assets
$90M
Expense Ratio
0.45%
Dividend Yield (Current)
3.55%
Holdings
16
Inception Date
Jul 17, 2019
Fund Family
North Capital
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.17%
1 Year+3.94%
3 Year+4.71%
5 Year+3.69%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-U.S. Treasury Bill 0.000000% 0 2026-08-1819.21%
-B 09/01/26 2026-09-0119.21%
-Us T Bill Zcp 09/15/2610.05%
-United States Zero 08/269.93%
-United States Treasury 0.0 08/27/2026 0 2026-08-279.15%
Top 10 Concentration: 98.20%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.55%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

NCGXX Mutual Fund Overview

NCGXX Mutual Fund (North Capital Treasury Money Market Fund Institutional Class) is managed by North Capital with $90.1M in net assets. NCGXX expense ratio is 0.45%, holding 16 positions across sectors including Financials. Inception date: 2019-07-17.

NCGXX performance shows a YTD return of 2.17%. The 1-year return is 3.94% and the 5-year return is 3.69%. NCGXX dividend yield stands at 3.55%, paid monthly.

NCGXX top holdings include U.S. Treasury Bill 0.000000% 0 2026-08-18 (19.2%), B 09/01/26 2026-09-01 (19.2%), Us T Bill Zcp 09/15/26 (10.1%), United States Zero 08/26 (9.9%), United States Treasury 0.0 08/27/2026 0 2026-08-27 (9.2%). Go to all NCGXX holdings, NCGXX sectors, or NCGXX dividends.

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