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Northern Tax-advantaged Ultra-short Fixed Income Fund (NTAUX)
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07/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.54B
Northern Tax-Advantaged U/S Fxd Inc
10.17
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NTAUX Overview
On this page you'll find an in-depth profile of Northern Tax-advantaged Ultra-short Fixed Income Fund. Learn about the key management, total assets, investment strategy and contact information of NTAUX among other information.
Investment Strategy
The investment seeks to maximize total return (capital appreciation and income), adjusted for the federal maximum tax rate, to the extent consistent with preservation of principal. The fund will, under normal circumstances, invest primarily (and not less than 80% of its net assets) in fixed-income securities. It invests in investment grade domestic debt obligations (i.e., obligations rated within the top four rating categories by a Nationally Recognized Statistical Rating Organization ("NRSRO") or of comparable quality as determined by the fund's investment adviser).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Morten Olsen | Vice President | 2024 | Now |
| Biography | Morten Olsen is a Vice President of Northern Trust Investments, Inc. Mr. Olsen joined Northern Trust Investments, Inc. in 2009. From 2004 to 2008, Mr. Olsen worked at Lehman Brothers and from 2008 to 2009 at Nomura. In both roles, Mr. Olsen was responsible for the investment of the banks liquidity pool. | ||
| Bilal Memon | - | 2023 | Now |
| Biography | Bilal Memon is Senior Vice President of NTI. Mr. Memon joined NTI in 2007 and is responsible for managing various short duration portfolios. Prior to joining Northern Trust in 2007, he was with Ford Motor Company for three years. He joined them as the Associate Director of Pension Asset Management, became a Fixed Income Portfolio Manager in 2005, and finally became part of the Treasury Staff in 2006.Bilal received his B.A degree in Economics from The University of Chicago and his M.B.A. degree in Analytical Finance and Marketing Management from The University of Chicago Graduate School of Business. | ||
| Timothy P. Blair | Portfolio Manager | 2023 | Now |
| Biography | Timothy Blair is Head of Municipal Bond Portfolio Management and Research. | ||
| Adam M. Shane | Portfolio Manager | 2022 | Now |
| Biography | Adam Shane is Co-Head of Municipal Bond Portfolio Management on the Global Fixed Income team at Northern Trust Asset Management. In this capacity, Adam has responsibility for the oversight and management of both investment grade and high yield municipal bond strategies. Adam has held various positions in portfolio management, credit research, and product management at Northern Trust Asset Management, and prior to that at Nuveen. Adam has an MBA, with concentrations in accounting and finance. Adam is a CFA® charterholder and a member of the CFA Society of Chicago, the CFA Institute, the Chicago Municipal Analysts Society, and the National Federation of Municipal Analysts. He has more than 20 years of fixed income investment management experience. | ||
| Patrick D. Quinn | Vice President | 2009 | 2023 |
| Biography | Mr. Quinn is a Vice President of Northern Trust Investments, Inc. and has been manager of the Fund since May 2009. Mr. Quinn is also a Senior Portfolio Manager in the Enhanced Cash Group, which he joined in 2001. | ||
| Stephanie L. Woeppel | - | 2022 | 2022 |
| Biography | Ms. Woeppel joined NTI in 2012 and has served as the director of municipal credit research and as a senior research analyst. | ||
| Mousumi Chinara | - | 2020 | 2022 |
| Biography | Ms. Chinara joined NTI in 2019 and is a senior portfolio manager in the Fixed Income group, where she manages ultra-short and active long duration portfolios. Mr. Memon joined NTI in 2007 and is a portfolio Manager in the Short Duration Fixed Income Group. Mr. Memon also is a portfolio manager for the Ultra-Short Fixed Income Fund. | ||
| Jason R. Gookin | Portfolio Manager | 2013 | 2020 |
| Biography | Mr. Gookin is a Second Vice President of Northern Trust Investments, Inc. and has been manager of the Fund since January 2013. Mr. Gookin joined Northern Trust Investments, Inc. in 2006 and is the principal trader for municipal securities for the Ultra-Short Fixed Income Group. | ||
| Carol H. Sullivan | Senior Vice President | 2009 | 2012 |
| Biography | Carol H. Sullivan is a Senior Vice President at The Northern Trust Company, Chicago. Carol is director of the Enhanced Cash Group of portfolio managers, responsible for separately managed accounts for taxable and tax exempt mandates. Prior to joining Northern Trust in 1996, Sullivan was a senior partner in a bank-owned investment management company. She began her investment career in 1980, developing liquidity products for financial institutions.Sullivan received a B.A. degree in English from St. Xavier College and an M.B.A. degree in Finance from DePaul University.She is a member of the CFA Society of Chicago and the national CFA Institute. | ||
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