North Star Mutual Fund Money Managers

NSOIX Fund  USD 17.44  0.11  0.63%   
Break down of North Star's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with North Star's future under-performance.
  
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Symbol  NSOIX
Name  North Star Opportunity
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on North Star Opportunity Leadership is currently not available.

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North Star Net Asset Comparison

North Star Opportunity is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 223.23 Billion. North Star adds roughly 129.15 Million in net asset claiming only tiny portion of funds in Allocation--70% to 85% Equity category.

North Star Opportunity Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. North Star Opportunity Price Series Summation is a cross summation of North Star price series and its benchmark/peer.

About North Star Management Performance

The success or failure of an entity such as North Star Opportunity often depends on how effective the management is. North Star management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of North management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the North management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The adviser expects to invest approximately 80 - 100 percent of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0 percent to 5 percent of the funds net assets, for individual stocks and up to 25 percent for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. The advisor may also devote a substantial amount of the funds capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in North Mutual Fund

North Star financial ratios help investors to determine whether North Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in North with respect to the benefits of owning North Star security.
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