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North Star Opportunity Fund Class I Shares (NSOIX)

US Funds

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16.14 -0.27 -1.65%

21/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 111.94M

Type: Fund

Market: United States

Issuer: North Star

Asset Class: Equity

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NSOIX Overview

Find basic information about the North Star Opportunity Fund Class I Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add NSOIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 5.45%

Prev. Close16.41

Risk Rating

TTM Yield1.13%

ROE25.92%

IssuerNorth Star

Turnover14%

ROA8.80%

Inception Date40892

Total Assets111.94M

Expenses1.30%

Min. Investment5,000

Market Cap80.03B

CategoryAllocation - - 70% to 85% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1109	983	1109	969	1376	1816
Fund Return	10.85%	-1.69%	10.85%	-1.06%	6.6%	6.15%
Place in category	226	197	226	292	207	185
% in Category	76	64	76	97	77	85

Top Equity Funds by North Star

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	North Star Micro Cap I		105.22M	15.32	1.97	6.82
	North Star Dividend Fund Class I		90.96M	6.99	2.67	5.90

Top Funds for Allocation--70% to 85% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Thrivent Series Moderately Aggressi	6.83B	-2.47	7.34	7.35
AXA Aggressive Strategy Portfolio C	5.1B	-5.38	6.35	6.85
AXA Growth Strategy Fund Class IB	4.4B	-4.37	5.81	6.11
Fidelity Strategic Dividend & Inco	2.94B	-0.08	5.54	7.71
Brighthouse Funds Trust I Americanc	2.67B	-0.55	9.27	8.32

Top Holdings

Name	ISIN	Weight %	Last	Change %
Blackstone	US09260D1072	4.16	136.93	-0.41%
KKR & Co	US48251W1045	4.13	118.20	+0.37%
Apple	US0378331005	4.02	201.36	-0.36%
JPMorgan	US46625H1005	3.89	260.67	-0.14%
Alphabet A	US02079K3059	3.86	170.87	+1.37%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Sell
Technical Indicators	BUY	BUY	Strong Sell
Summary	Neutral	Neutral	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	North Star Opport.	16.14	-0.27	-1.65%