NTAUX Alternatives & Similar Mutual Funds

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
FHCOX	Federated Hermes Conservative Microshort Fund	0.05%	—	Feb 2021	NTAUX vs FHCOX
DFIHX	DFA One Year Fixed Income Portfolio	0.13%	—	Jul 1983	NTAUX vs DFIHX
CUTAX	Six Circles Tax Aware Ultra Short Duration Fund	0.15%	—	Jul 2018	NTAUX vs CUTAX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	0.15%	—	Dec 2013	NTAUX vs BUBIX
DFYGX	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 86. There are 61 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
NUSIX	Navigator Ultra Short Term Bond Fund	100	—	Mar 2019	NTAUX vs NUSIX
BUBSX	Baird Ultra Short Bond Fund	100	—	Dec 2013	NTAUX vs BUBSX
TMPFX	Tactical Multi-Purpose Fund	100	—	Mar 2017	NTAUX vs TMPFX
DFIHX	DFA One Year Fixed Income Portfolio	100	—	Jul 1983	NTAUX vs DFIHX
PAIPX	PIMCO Short Asset Investment Fund	100	—	May 2012	NTAUX vs PAIPX

Top Performing NTAUX Alternatives (YTD)

NTAUX is at 0.99% YTD. There are 59 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.

Symbol	Name	YTD Return	AUM	Inception
SEMRX	Medalist Partners Short Duration Fund	2.62%	—	Dec 2010	NTAUX vs SEMRX
PTSHX	PIMCO Short Term Fund	2.39%	—	Oct 1987	NTAUX vs PTSHX
ENIAX	SEI Institutional Investments Trust Opportunistic ...	2.27%	—	Dec 2006	NTAUX vs ENIAX
PAIPX	PIMCO Short Asset Investment Fund	2.23%	—	May 2012	NTAUX vs PAIPX
NUSIX	Navigator Ultra Short Term Bond Fund	2.18%	—	Mar 2019	NTAUX vs NUSIX

Lowest Volatility Alternatives to NTAUX

NTAUX has 1.07% 1-year volatility. There are 15 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.58%.

Symbol	Name	Volatility 1Y	AUM	Inception
PRTBX	Permanent Portfolio Short-Term Treasury Portfolio	0.58%	—	Sep 1987	NTAUX vs PRTBX
NUSIX	Navigator Ultra Short Term Bond Fund	0.61%	—	Mar 2019	NTAUX vs NUSIX
TMPFX	Tactical Multi-Purpose Fund	0.62%	—	Mar 2017	NTAUX vs TMPFX
BUBSX	Baird Ultra Short Bond Fund	0.64%	—	Dec 2013	NTAUX vs BUBSX
DFIHX	DFA One Year Fixed Income Portfolio	0.65%	—	Jul 1983	NTAUX vs DFIHX

Lowest Drawdown Alternatives to NTAUX

NTAUX has a 1-year max drawdown of -0.68%. There are 57 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PAIPX	PIMCO Short Asset Investment Fund	-0.10%	—	May 2012	NTAUX vs PAIPX
FHQFX	Fidelity Series Treasury Bill Index Fund	-0.10%	—	Aug 2018	NTAUX vs FHQFX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	-0.10%	—	Mar 2011	NTAUX vs FCNVX
MUIIX	Morgan Stanley Institutional Fund Trust Ultra-Shor...	-0.10%	—	Apr 2016	NTAUX vs MUIIX
NUSIX	Navigator Ultra Short Term Bond Fund	-0.10%	—	Mar 2019	NTAUX vs NUSIX

Other Mutual Funds from Northern Trust

The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NOIEX	Northern Income Equity Fund	Large Cap Value Equities, Dividend, Actively Managed	80	14.01%	—	Apr 1994	NTAUX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	65	11.75%	—	Oct 1996	NTAUX vs NOSIX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	80	2.34%	—	Dec 1998	NTAUX vs NHFIX
NSRIX	Northern Global Sustainability Index Fund	Global Equities	63	11.60%	—	Mar 2008	NTAUX vs NSRIX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	89	23.08%	—	Mar 1994	NTAUX vs NOSGX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	58	12.52%	—	Mar 2005	NTAUX vs NOINX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	76	12.09%	—	Dec 2005	NTAUX vs NOLCX
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	85	22.59%	—	Sep 1999	NTAUX vs NSGRX
NOBOX	Northern Bond Index Fund	Intermediate Core Bond	12	-1.15%	—	Feb 2007	NTAUX vs NOBOX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	51	15.87%	—	Mar 2005	NTAUX vs NOMIX

Often Compared With NTAUX

Investors most often compare NTAUX with STAX, NCATX, THOPX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
STAX	Macquarie Tax-Free USA Short Term ETF	Municipal Bonds	77	1.25%	5.74M	Nov 2023	NTAUX vs STAX
NCATX	Northern California Tax Exempt Fund	Municipal Bonds	60	-0.08%	—	Apr 1997	NTAUX vs NCATX
THOPX	Thompson Bond Fund	Short-Term Bond	88	1.43%	—	Feb 1992	NTAUX vs THOPX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	95	17.07%	—	Aug 2000	NTAUX vs NOLVX
SUB	iShares Short-Term National Muni Bond ETF	Municipal Bonds, Short-Term Bond	63	0.90%	11.33B	Nov 2008	NTAUX vs SUB
SHM	SPDR Nuveen Bloomberg Barclays Short Term Municipa...	Municipal Bonds	45	0.81%	3.47B	Oct 2007	NTAUX vs SHM
MUB	iShares National AMT-Free Muni Bond ETF	Municipal Bonds	57	0.60%	45.28B	Sep 2007	NTAUX vs MUB
NGREX	Northern Global Real Estate Index Fund	REIT	37	12.06%	—	Jul 2006	NTAUX vs NGREX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	52	13.30%	—	Jun 2006	NTAUX vs NMIEX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Equities	70	21.61%	—	Nov 2008	NTAUX vs NMMEX
NOCBX	Northern Core Bond Fund	Intermediate Core Bond	11	-1.13%	—	Mar 2001	NTAUX vs NOCBX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Infrastructure Equities, Energy Equities	42	9.45%	—	Sep 2012	NTAUX vs NMFIX
USFR	WisdomTree Floating Rate Treasury Fund	Government Bonds, Ultrashort Bond	100	2.29%	18.13B	Feb 2014	NTAUX vs USFR
NUESX	Northern U.S. Quality ESG Fund	Quality Factor, Large Cap Blend Equities	43	8.70%	—	Oct 2017	NTAUX vs NUESX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	78	13.86%	—	Mar 1994	NTAUX vs NOIGX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	76	20.88%	—	Sep 1999	NTAUX vs NSIDX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Equities	61	19.30%	—	Apr 2006	NTAUX vs NOEMX
NUSFX	Northern Ultra-Short Fixed Income Fund	Ultrashort Bond	99	1.47%	—	Jun 2009	NTAUX vs NUSFX
BBALX	Northern Global Tactical Asset Allocation Fund	Global Allocation	69	8.27%	—	Jun 1993	NTAUX vs BBALX
UGSDX	U.S. Global Investors U.S. Government Ultra-Short ...	Ultrashort Bond	96	1.10%	—	Dec 2013	NTAUX vs UGSDX

Compare NTAUX with Any Fund or Stock

Compare NTAUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Northern Tax-Advantaged U-S Fixed Income (NTAUX) Alternatives