NUESX Mutual Fund

NUESX Mutual Fund (Northern US Quality ESG Fund) is managed by Northern Funds with $350.9M in net assets. NUESX expense ratio is 0.39%, holding 173 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2017-10-02.

NUESX performance shows a YTD return of 8.71%. The 1-year return is 17.50% and the 5-year return is 10.88%. NUESX dividend yield stands at 11.68%, paid quarterly.

NUESX top holdings include Nvidia Corp. (7.4%), Apple, Inc (6.5%), Alphabet Inc. C (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.7%), Broadcom Inc (3.0%). Go to all NUESX holdings, NUESX sectors, or NUESX dividends.

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