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Northern California Tax-exempt Fund (NCATX)

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10.45 0.00    0%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Northern Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 147.33M
Northern CA Tax-Exempt 10.45 0.00 0%

Northern California Tax-exempt Fund Overview

 
On this page you'll find an in-depth profile of Northern California Tax-exempt Fund. Learn about the key management, total assets, investment strategy and contact information of NCATX among other information.
Category

Muni California Long

Total Assets

147.33M

Expenses

0.46%

Inception Date

35528

Investment Strategy

The investment seeks to provide high current income exempt from regular federal income tax and California state personal income tax. The fund normally invests at least 80% of the fund's net assets will be invested in instruments that pay income that is exempt from California state personal income tax. Except in extraordinary circumstances, at least 80% of its net assets will be invested in debt instruments that pay interest that is exempt from regular federal income tax. The fund's dollar-weighted average maturity will range between ten and thirty years.

Contact Information

Address 50 South Lasalle
Chicago,IL 60603
United States
Phone +1 8005959111

Top Executives

Name Title Since Until
Timothy P. Blair Portfolio Manager 2023 Now
Biography Timothy Blair is Head of Municipal Bond Portfolio Management and Research.
Adam M. Shane Portfolio Manager 2018 Now
Biography Adam Shane is Co-Head of Municipal Bond Portfolio Management on the Global Fixed Income team at Northern Trust Asset Management. In this capacity, Adam has responsibility for the oversight and management of both investment grade and high yield municipal bond strategies. Adam has held various positions in portfolio management, credit research, and product management at Northern Trust Asset Management, and prior to that at Nuveen. Adam has an MBA, with concentrations in accounting and finance. Adam is a CFA® charterholder and a member of the CFA Society of Chicago, the CFA Institute, the Chicago Municipal Analysts Society, and the National Federation of Municipal Analysts. He has more than 20 years of fixed income investment management experience.
Patrick D. Quinn Vice President 2022 2023
Biography Mr. Quinn is a Vice President of Northern Trust Investments, Inc. and has been manager of the Fund since May 2009. Mr. Quinn is also a Senior Portfolio Manager in the Enhanced Cash Group, which he joined in 2001.
Stephanie L. Woeppel - 2022 2022
Biography Ms. Woeppel joined NTI in 2012 and has served as the director of municipal credit research and as a senior research analyst.
Frederick A. Azar Vice President 2018 2022
Biography Fred A. Azar, Vice President of Northern Trust, is a portfolio manager in the tax-exempt fixed income group of Northern Trust Asset Management. In June 2018 he moved into his current role as manager of the Northern Arizona Tax-Exempt Fund, the Northern California Intermediate Tax-Exempt Fund, and the Northern California Tax-Exempt Fund. Mr. Azar joined Northern Trust in 2004. He has had previous positions as the Director of Fixed Income Business Management, Director of Core Strategies, and Senior Portfolio Manager in Short Duration Fixed Income. He began his career in 1991 with Harris Bank. Fred received a B.S. degree in Accounting and Business Administration and an M.B.A. from the University of Kansas. He is also a Certified Public Accountant .
Eric V. Boeckmann Portfolio Manager 1998 2018
Biography Eric V. Boeckmann, Senior Vice President and portfolio manager of Northern Trust Investments, Inc. He joined the firm in 1985. He is responsible for municipal bond mutual funds as well as a number of separately managed municipal bond portfolios, including common trust funds invested in municipal securities. He received a B.S. degree in Finance from the University of Illinois.
Eric M. Bergson Vice President, Portfolio Manager 1998 2000
Biography Bergson is vice president and portfolio manager with The Northern Trust Company, his employer since 1986. During the past five years, he has managed various municipal securities. Bergson is a member of the Investment Analysts Society of Chicago. Bergson holds the Chartered Financial Analyst designation.
Michael J. Lannan Second Vice President, Portfolio Manager 1997 1998
Biography Lannan is second vice president and portfolio manager with The Northern Trust, Company, his employer since 1986. During the past five years, he has managed various fixed income portfolios. Lannan earned his Chartered Financial Analyst designation in 1994.
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