North Star Opportunity Fund Quote
| NSOPX Fund | USD 17.55 0.11 0.62% |
Performance0 of 100
| Odds Of DistressLess than 23
|
North Star is trading at 17.55 as of the 18th of December 2024; that is 0.62 percent down since the beginning of the trading day. The fund's open price was 17.66. North Star has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of October 2024 and ending today, the 18th of December 2024. Click here to learn more.
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. More on North Star Opportunity
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North Mutual Fund Highlights
| Fund Concentration | North Star Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, North Star (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
North Star Opportunity [NSOPX] 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 Allocation--70% to 85% Equity category and is part of North Star family. This fund now has accumulated 129.15 M in assets with minimum initial investment of 2.5 K. North Star Opportunity is currently producing year-to-date (YTD) return of 12.6% with the current yeild of 0.01%, while the total return for the last 3 years was -0.07%.
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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 Opportunity 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 Opportunity Mutual Fund Constituents
| PFE | Pfizer Inc | Stock | Health Care | |
| OESX | Orion Energy Systems | Stock | Industrials | |
| AAL | American Airlines Group | Stock | Industrials | |
| FXFXX | First American Funds | Money Market Fund | US Money Market Fund | |
| CVS | CVS Health Corp | Stock | Health Care | |
| GHM | Graham | Stock | Industrials | |
| LAZ | Lazard | Stock | Financials | |
| NCMI | National CineMedia | Stock | Communication Services |
North Star Opportunity Risk Profiles
| Mean Deviation | 0.5146 | |||
| Standard Deviation | 0.7486 | |||
| Variance | 0.5604 | |||
| Risk Adjusted Performance | (0.02) |
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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