NTIIX Mutual Fund

NTIIX Mutual Fund

NAV$8.68
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Fund Essentials - as of Apr 30, 2026

Net Assets
$1.0B
Expense Ratio
1.06%
Dividend Yield (Current)
3.83%
Holdings
1,209
Inception Date
Aug 31, 2021
Fund Family
Navigator Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-0.33%
1 Year+2.30%
3 Year+2.98%

Asset Allocation

Bonds: 68.27%
Cash: 31.74%
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Top Holdings

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TickerNameWeight
DTRXXDreyfus Trsy Oblig Cash Mgmt Cl Ins31.47%
B 0 05/14/26Treasury Bill 0 5/14/20269.69%
-Treasury Bill 0% May 21, 20269.68%
-Treasury Bill 0% May 28, 20269.68%
-Treasury Bill Jun 04, 20269.67%
Top 10 Concentration: 99.16%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.83%
Frequency
Quarterly

Peer Comparison

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

NTIIX Mutual Fund Overview

NTIIX Mutual Fund (NAVIGATOR TACTICAL INVESTMENT GRADE BOND FUND Class I) is managed by Navigator Funds with $1.03B in net assets. NTIIX expense ratio is 1.06%, holding 1209 positions across sectors including Financials. Inception date: 2021-08-31.

NTIIX performance shows a YTD return of -0.33%. The 1-year return is 2.30%. NTIIX dividend yield stands at 3.83%, paid quarterly.

NTIIX top holdings include Dreyfus Trsy Oblig Cash Mgmt Cl Ins (31.5%), Treasury Bill 0 5/14/2026 (9.7%), Treasury Bill 0% May 21, 2026 (9.7%), Treasury Bill 0% May 28, 2026 (9.7%), Treasury Bill Jun 04, 2026 (9.7%). Go to all NTIIX holdings, NTIIX sectors, or NTIIX dividends.

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