Navigator Tactical Fixed Income FundNTBAX

MUTUAL FUNDClark
Type
Mutual fund
Peer group
Taxable bond
Net assets
$7.2B
Expense ratio
1.28%
1-year return
+4.3%
3 years, a year
+5.1%
5 years, a year
+2.5%
Holdings
131

What it aims to do.

The Navigator Tactical Fixed Income Fund (the ?Fund?) investment objective is to seek total return

Top 10 holdings.

Holding% of fund
iShares Trust8.96%
Dreyfus Treasury Obligations Cash Management7.35%
United States Of America - Bureau Of The Public Debt4.20%
United States Of America - Bureau Of The Public Debt2.09%
United States Of America - Bureau Of The Public Debt2.09%
United States Of America - Bureau Of The Public Debt2.08%
United States Of America - Bureau Of The Public Debt2.08%
United States Of America - Bureau Of The Public Debt2.08%
United States Of America - Bureau Of The Public Debt2.08%
United States Of America - Bureau Of The Public Debt2.07%

More on NTBAX.

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