Northern Tax-Advantaged U-S Fixed Income (NTAUX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NTAUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NTAUX
NTAUX charges 0.25% annually. There are 11 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | NTAUX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | NTAUX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | NTAUX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | NTAUX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | NTAUX vs DFYGX |
Best Risk-Adjusted Alternatives to NTAUX
NTAUX has a PortfoliosLab risk / return rank of 89. There are 57 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | NTAUX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | NTAUX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | NTAUX vs BUBIX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | NTAUX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 | NTAUX vs ENIAX |
Top Performing NTAUX Alternatives (YTD)
NTAUX is at 0.95% YTD. There are 57 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | NTAUX vs SEMRX | |
| PIMCO Short Term Fund | 1.92% | — | Oct 1987 | NTAUX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | NTAUX vs PAIPX | |
| Pioneer Multi-Asset Ultrashort Income Fund | 1.73% | — | Apr 2011 | NTAUX vs MYFRX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 1.64% | — | Jul 2017 | NTAUX vs TRSTX |
Lowest Volatility Alternatives to NTAUX
NTAUX has 1.11% 1-year volatility. There are 15 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.56% | — | Mar 2017 | NTAUX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.62% | — | Dec 2013 | NTAUX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.62% | — | Mar 2019 | NTAUX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.68% | — | Sep 1987 | NTAUX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.70% | — | Dec 2013 | NTAUX vs BUBIX |
Lowest Drawdown Alternatives to NTAUX
NTAUX has a 1-year max drawdown of -0.68%. There are 55 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.00% | — | Mar 2017 | NTAUX vs TMPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | NTAUX vs UGSDX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | NTAUX vs BUBSX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | NTAUX vs MUIIX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | NTAUX vs NUSIX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 77 | 11.81% | — | Mar 1994 | NTAUX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 67 | 10.87% | — | Oct 1996 | NTAUX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 77 | 1.70% | — | Dec 1998 | NTAUX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 49 | 8.86% | — | Mar 2008 | NTAUX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 27 | 8.88% | — | Mar 2005 | NTAUX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 57 | 14.73% | — | Mar 1994 | NTAUX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 58 | 15.64% | — | Sep 1999 | NTAUX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 79 | 10.03% | — | Dec 2005 | NTAUX vs NOLCX | |
| Northern Bond Index Fund | Intermediate Core Bond | 18 | -0.17% | — | Feb 2007 | NTAUX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 42 | 14.09% | — | Mar 2005 | NTAUX vs NOMIX |
Often Compared With NTAUX
Investors most often compare NTAUX with STAX, MUB, NOLVX. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare NTAUX with Any Fund or Stock
Compare NTAUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NTAUX with funds that move differently
Northern Tax-Advantaged U-S Fixed Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NTAUX.
Explore NTAUX Diversifiers