23c489bf_1__2013___Mutual_Fund_Observer__What_was_I__or_am_I__thinking_
[0] Northern Global Tactical Asset Allocation [1] BBALX [Portfolio weight] 13
I bought BBALX shortly after profiling it. It’s a fund-of-index-funds whose allocation is set by Northern’s investment policy committee. The combination of very low expenses (0.64%), very low turnover portfolios, wide diversification and the ability to make tactical tilts is very attractive. It’s been substantially above average – higher returns, lower volatility – than its peers since its 2008 conversion.
September 1, 2013 | Mutual Fund Observer
What was I, or am I, thinking?