Northern Global Real Fund Quote

NGREX Fund  USD 10.24  0.17  1.69%   

Performance

1 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 21

 
High
 
Low
Low
Northern Global is trading at 10.24 as of the 26th of November 2024; that is 1.69 percent increase since the beginning of the trading day. The fund's open price was 10.07. Northern Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Northern Global Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. 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

  0.79NOBOX Northern Bond IndexPairCorr
  0.8NOCBX Northern E BondPairCorr
  0.71NOAZX Northern Arizona TaxPairCorr
  0.81NOFIX Northern Fixed IncomePairCorr

Moving against Northern Mutual Fund

  0.4NSCKX Northern Small CapPairCorr
  0.4NSIDX Northern Small CapPairCorr
  0.37NOSGX Northern Small CapPairCorr
  0.37NSGRX Northern Small CapPairCorr
  0.36NOMIX Northern Mid CapPairCorr
  0.36NOSIX Northern Stock IndexPairCorr

Northern Mutual Fund Highlights

Fund ConcentrationNorthern Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Northern Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Northern Global Real [NGREX] is traded in USA and was established 26th of November 2024. 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 7.91% with the current yeild of 0.02%, while the total return for the last 3 years was -2.55%.
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

MTSFFMitsui Fudosan CoPink SheetReal Estate—Diversified
AREAlexandria Real EstateStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
DLRDigital Realty TrustStockReal Estate
EQIXEquinixStockReal Estate
EQREquity ResidentialStockReal Estate
MITEFMitsubishi Estate CoPink SheetReal Estate—Diversified
ORealty IncomeStockReal Estate
More Details

Northern Global Real Risk Profiles

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.
Global Correlations
Find global opportunities by holding instruments from different markets
Equity Valuation
Check real value of public entities based on technical and fundamental data
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators