North Star Financials
| NSOIX Fund | USD 17.44 0.11 0.63% |
North |
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.
North Star Fund Summary
North Star competes with North Star, North Star, North Star, and Vanguard Explorer. 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.Specialization | Allocation--70% to 85% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US66538A8696 |
| Business Address | Northern Lights |
| Mutual Fund Family | North Star |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 855 580 0900 |
| Currency | USD - US Dollar |
North Star Key Financial Ratios
North Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining North Star's current stock value. Our valuation model uses many indicators to compare North Star value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across North Star competition to find correlations between indicators driving North Star's intrinsic value. More Info.North Star Opportunity is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for North Star Opportunity is roughly 8.57 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the North Star's earnings, one of the primary drivers of an investment's value.North Star Opportunity Systematic Risk
North Star's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. North Star volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on North Star Opportunity correlated with the market. If Beta is less than 0 North Star generally moves in the opposite direction as compared to the market. If North Star Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one North Star Opportunity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of North Star is generally in the same direction as the market. If Beta > 1 North Star moves generally in the same direction as, but more than the movement of the benchmark.
North Star December 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of North Star help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of North Star Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of North Star Opportunity based on widely used predictive technical indicators. In general, we focus on analyzing North Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build North Star's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 5.85 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 1.0 |
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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