Northern Global Real Fund Quote
| NGREX Fund | USD 9.69 0.12 1.25% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Northern Global is trading at 9.69 as of the 30th of January 2025; that is 1.25 percent increase since the beginning of the trading day. The fund's open price was 9.57. Northern Global has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund will invest substantially all of its net assets in equity securities included in the index, in weightings that approximate the relative composition of the securities contained in the index. The index is a free float-adjusted market capitalization index that consists of large, mid and small-cap stocks across 23 Developed Markets and 24 Emerging Markets countries engaged in the ownership, development and management of specific core property type real estate.. More on Northern Global Real
Moving together with Northern Mutual Fund
| 0.73 | NOBOX | Northern Bond Index | PairCorr |
| 0.77 | NOCBX | Northern E Bond | PairCorr |
| 0.75 | NOEMX | Northern Emerging Markets | PairCorr |
| 0.77 | NOFIX | Northern Fixed Income | PairCorr |
Moving against Northern Mutual Fund
Northern Mutual Fund Highlights
| Fund Concentration | Northern Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Northern Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Global Real [NGREX] is traded in USA and was established 30th of January 2025. Northern Global is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Northern Funds family. This fund now has accumulated 973.7 M in assets with minimum initial investment of 2.5 K. Northern Global Real is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.04%, while the total return for the last 3 years was -2.89%.
Check Northern Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Global Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Northern Global Real Mutual Fund Constituents
| MTSFF | Mitsui Fudosan Co | Pink Sheet | Real Estate—Diversified | |
| ARE | Alexandria Real Estate | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| DLR | Digital Realty Trust | Stock | Real Estate | |
| EQIX | Equinix | Stock | Real Estate | |
| EQR | Equity Residential | Stock | Real Estate | |
| MITEF | Mitsubishi Estate Co | Pink Sheet | Real Estate—Diversified | |
| O | Realty Income | Stock | Real Estate |
Northern Global Real Risk Profiles
| Mean Deviation | 0.6581 | |||
| Standard Deviation | 0.8567 | |||
| Variance | 0.734 | |||
| Risk Adjusted Performance | (0.09) |
Northern Global Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Global financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Global security.
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