Northeast Investors is trading at 3.68 as of the 27th of November 2024; that is 1.87 percent down since the beginning of the trading day. The fund's open price was 3.75. Northeast Investors has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Northeast Investors Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in marketable securities of established companies which the Trustees believe provide income and which, where consistent with the objective, may have potential for capital appreciation. The manager emphasizes high yield corporate bonds which are unrated or rated as lower than investment grade by either of the two principal rating services.. More on Northeast Investors Trust
Northeast Investors Trust [NTHEX] is traded in USA and was established 27th of November 2024. Northeast Investors is listed under Northeast Investors category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Northeast Investors family. This fund now has accumulated 134.97 M in assets with minimum initial investment of 1 K. Northeast Investors Trust is currently producing year-to-date (YTD) return of 7.06% with the current yeild of 0.03%, while the total return for the last 3 years was 5.36%.
Check Northeast Investors 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 Northeast 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 Northeast 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 Northeast Investors Trust 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 Northeast Investors Trust Mutual Fund Constituents
Other Information on Investing in Northeast Mutual Fund
Northeast Investors financial ratios help investors to determine whether Northeast 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 Northeast with respect to the benefits of owning Northeast Investors security.