Northern Tax Exempt Fund Quote

NOTEX Fund  USD 9.21  0.02  0.22%   

Performance

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Odds Of Distress

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Northern Tax-exempt is trading at 9.21 as of the 19th of July 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 9.23. Northern Tax-exempt has about a 20 % 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. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
In seeking high current income exempt from regular federal income tax, the fund may invest in a broad range of municipal instruments. A municipal instrument is a fixed-income obligation issued by a state, territory or possession of the United States or a political subdivision, agency or instrumentality thereof. More on Northern Tax Exempt Fund

Moving together with Northern Mutual Fund

  0.72NOBOX Northern Bond IndexPairCorr
  0.76NOCBX Northern E BondPairCorr
  0.88NOAZX Northern Arizona TaxPairCorr
  0.76NOFIX Northern Fixed IncomePairCorr
  0.73NOIEX Northern Income EquityPairCorr

Northern Mutual Fund Highlights

Fund ConcentrationNorthern Funds, Large Funds, Muni National Long Funds, Muni National Long, Northern Funds, Large, Muni National Long (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Northern Tax Exempt Fund [NOTEX] is traded in USA and was established 19th of July 2025. Northern Tax-exempt is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Muni National Long category and is part of Northern Funds family. This fund now has accumulated 763.38 M in assets with minimum initial investment of 2.5 K. Northern Tax Exempt is currently producing year-to-date (YTD) return of 0.7% with the current yeild of 0.0%, while the total return for the last 3 years was 1.55%.
Check Northern Tax-exempt Probability Of Bankruptcy

Instrument Allocation

Northern Tax Exempt Risk Profiles

Northern Tax-exempt Against Markets

Other Information on Investing in Northern Mutual Fund

Northern Tax-exempt 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 Tax-exempt security.
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