Arizona Tax-Exempt FundNOAZX

MUTUAL FUNDNorthern Trust
Type
Mutual fund
Peer group
Municipal bond
Net assets
$54.3M
Expense ratio
0.48%
1-year return
+3.9%
3 years, a year
+2.6%
5 years, a year
+0.4%
Holdings
85

What it aims to do.

The Fund seeks to provide high current income exempt from regular federal income tax and Arizona State personal income tax by investing in municipal instruments.

Top 10 holdings.

Holding% of fund
Maricopa County Ind 5.00%2.44%
Maricopa County Ind 5.00%2.32%
City Of Glendale Az 5.00%2.05%
Salt Verde Finl. Co 5.00%1.94%
County Of Pinal Az 5.25%1.94%
City Of Phoenix Civ 5.00%1.90%
City Of Phoenix Civ 5.00%1.89%
Town Of Queen Creek 5.00%1.88%
Maricopa County Ind 5.00%1.88%
Maricopa County Ele 5.00%1.88%

More on NOAZX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.