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10.33
+0.01
+0.10%
- Morningstar Rating:
- Total Assets: 146.06M
Northern CA Tax-Exempt
10.33
+0.01
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
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.
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
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Patrick D. Quinn | Vice President | 2022 | Now |
| 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. | ||
| Adam M. Shane | - | 2018 | Now |
| Biography | Mr. Shane joined NTI in 2010 and has served as the director of fixed income research. | ||
| 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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