North Star Micro Fund Quote
| NSMVX Fund | USD 43.33 0.31 0.71% |
Performance1 of 100
| Odds Of DistressLess than 23
|
North Star is trading at 43.33 as of the 18th of December 2024; that is 0.71 percent down since the beginning of the trading day. The fund's open price was 43.64. North Star has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2023 and ending today, the 18th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective of capital appreciation by investing at least 80 percent of its net assets in micro-cap companies. It generally invests between 80-100 percent of its assets in equity securities of U.S. companies that the adviser believes are currently undervalued and have the potential for capital appreciation.. More on North Star Micro
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North Mutual Fund Highlights
| Fund Concentration | North Star Funds, Large Funds, Small Blend Funds, Small Blend, North Star, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
North Star Micro [NSMVX] is traded in USA and was established 18th of December 2024. North Star is listed under North Star category by Fama And French industry classification. The fund is listed under Small Blend category and is part of North Star family. This fund now has accumulated 100.48 M in assets with minimum initial investment of 5 K. North Star Micro is currently producing year-to-date (YTD) return of 20.04% with the current yeild of 0.01%, while the total return for the last 3 years was 4.12%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on North Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding North Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as North Star Micro Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top North Star Micro Mutual Fund Constituents
| LAKE | Lakeland Industries | Stock | Consumer Discretionary | |
| AMSWA | American Software | Stock | Information Technology | |
| RCKY | Rocky Brands | Stock | Consumer Discretionary | |
| OESX | Orion Energy Systems | Stock | Industrials | |
| PRTS | CarPartsCom | Stock | Consumer Discretionary | |
| QEPC | QEP Co Inc | OTC Stock | Consumer Discretionary | |
| JOUT | Johnson Outdoors | Stock | Consumer Discretionary | |
| HEAR | Turtle Beach Corp | Stock | Consumer Discretionary |
North Star Micro Risk Profiles
| Mean Deviation | 0.7739 | |||
| Semi Deviation | 0.9471 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 |
North Star Against Markets
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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