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Fund Intelligence | Best Managers | BUSAX Insights | BUSAX Score | BUSAX Performance | BUSAX Manager | BUSAX News | BUSAX Allocation | BUSAX Holdings Change

Mutual Fund Insights: Northern Institutional US Govt Sec A Fund (BUSAX)

In-depth Analysis of Northern Institutional US Govt Sec A Fund (BUSAX)

Mutual fund chart: Northern Institutional US Govt Sec A Fund (BUSAX)

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See Northern Institutional US Govt Sec A Fund (BUSAX) performance details as of January 31, 2010

  

    Last Trade: $20.28 on 3/19/2010, Change: -0.02 (-0.1%)

  

Fund Manager - Daniel J. Personette

Fund Manager Tenure: 3.4 years   [Similar Funds: BUSDX ]
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Personette is a second vice president of Northern Trust. Personette joined Northern Trust in 1996 and for the past five years has managed various fixed income portfolios.  Get more insights on Daniel J. Personette

  

What we like about Northern Institutional US Govt Sec A Fund (BUSAX) What we like about Northern Institutional US Govt Sec A Fund (BUSAX)

Data for Northern Institutional US Govt Sec A Fund (BUSAX) as of January 31, 2010

  • Northern Institutional US Govt Sec A Fund (BUSAX) management has been with Northern Institutional US Govt Sec A Fund for 3.4 years
  • Northern Institutional US Govt Sec A Fund (BUSAX) has good mid-term performance (3-year return 5.76% vs 4.96% Short Government category average)
  • Northern Institutional US Govt Sec A Fund (BUSAX) has good Long-term performance (5-year return 4.60% vs 3.96% Short Government category average)
  • Northern Institutional US Govt Sec A Fund (BUSAX) ratio of up-years vs down years is greater than 2
  • Northern Institutional US Govt Sec A Fund (BUSAX) has a Morningstar rating of 4 and above
  • Northern Institutional US Govt Sec A Fund (BUSAX) has a lower management fee than its Short Government average: 0.36% vs 0.87%
  • Northern Institutional US Govt Sec A Fund (BUSAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Northern Institutional US Govt Sec A Fund (BUSAX) What we are cautious about Northern Institutional US Govt Sec A Fund (BUSAX)

Data for Northern Institutional US Govt Sec A Fund (BUSAX) as of January 31, 2010

  • Northern Institutional US Govt Sec A Fund is a focused fund with 61.90% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Northern Institutional US Govt Sec A Fund (BUSAX) has a less-than-ideal short-term performance (1-year return 3.49% vs 4.21% Short Government category average)
  • Northern Institutional US Govt Sec A Fund (BUSAX) is less safe compared to its Short Government peers
  • Northern Institutional US Govt Sec A Fund (BUSAX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.77 that is higher than category average of 2.3
See Northern Institutional US Govt Sec A Fund (BUSAX) performance details as of January 31, 2010

  

  

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Northern Institutional US Govt Sec A Fund (BUSAX) Net Asset

Track net asset change of Northern Institutional US Govt Sec A fund (BUSAX)

DateNet Asset
01/2010$77.54M
11/2009$77.18M
10/2009$76.29M
More historic net asset information on Northern Institutional US Govt Sec A Fund (BUSAX)

  

Northern Institutional US Govt Sec A Fund (BUSAX) Portfolio Allocation

Track portfolio allocation change of Northern Institutional US Govt Sec A fund (BUSAX)

DateCashStockBondOther
09/200927.55%0%72.45%0%
06/200913.62%0%86.39%0%
03/200935.38%0%64.62%0%
Click here to see more historic asset allocation information on Northern Institutional US Govt Sec A Fund (BUSAX)

  

Most Recent Top 10 Holdings in Northern Institutional US Govt Sec A Fund (BUSAX)

Discover what Northern Institutional US Govt Sec A Fund (BUSAX) manager is buying

30-Sep-09
United States Treas Nts 2.375% [19.41%]
United States Treas Nts [16.08%]
FNMA [5.51%]
FNMA [4.61%]
FNMA [3.79%]
United States Treas Nts 3.625% [1.99%]
GENERAL ELEC CAP [1.8%]
FHLMC FRN [1.54%]
FNMA [1.52%]
FNMA FRN [1.41%]

30-Jun-09
US TREASURY NOTE [11.56%]
US TREASURY NOTE [9.2%]
US Treasury Note (Fut) [9.18%]
US Treasury Note [8.93%]
US TREASURY NOTE [7.8%]
US Treasury Note 4.25% [4.45%]
US Treasury Note 4.625% [2.63%]
FNMA 5.5% [2.5%]
FNMA [2.12%]
FHLMC FRN [2.08%]

31-Mar-09
US Treasury Note 1.75% [13.12%]
FNMA [9.03%]
FNMA [6.12%]
US Treasury Note [3.76%]
FHLMC [3.23%]
FNMA [2.15%]
FNMA [1.94%]
FNMA [1.63%]
FHLMC FRN [1.49%]
FNMA [1.45%]
Click here for Stock Holding Change Map in Northern Institutional US Govt Sec A Fund (BUSAX)

  

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