About NUESX
The Northern U.S. Quality ESG Fund Class K is a mutual fund that focuses on investing in large- and mid-cap U.S. companies demonstrating strong environmental, social, and governance (ESG) characteristics. Utilizing a proprietary multi-factor model, the fund targets businesses with high-quality fundamentals, including profitability, management efficiency, and robust cash flow generation. Designed to offer a diversified portfolio, the fund strategically allocates assets among companies across various industries and capitalization ranges, aiming to maintain a lower aggregate carbon footprint than its benchmark, the Russell 1000 Index. Notably, the fund emphasizes sector and company selection based on both ESG and financial factors. Managed by Northern Trust's experienced investment team, the fund is positioned as an option for long-term investors seeking to align their portfolios with ESG principles while targeting quality and stability within the U.S. equity market. Its substantial holdings include leading technology, communication services, consumer cyclical, financial, and healthcare companies, reflecting a broad engagement with key sectors of the American economy.
Fund Family Northern Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol NUESX
Index Russell 1000 TR USD
NUESX had a total return of 12.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.61%.
