North Star Mutual Funds List
Here you can find all mutual funds issued by North Star and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is North Star
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| North Star Bond Fund | Nontraditional Bonds | Dec 18, 2014 | 1.63% | -0.45% | 2.29% | 4.18% | 62 | ||||||||
| North Star Dividend Fund | Small Cap Value Equities | May 31, 2013 | 1.37% | 7.11% | 6.70% | 3.09% | 22 | ||||||||
| North Star Micro Cap Fund | Small Cap Blend Equities | May 31, 2013 | 1.30% | -0.05% | 8.63% | 3.72% | 18 | ||||||||
| North Star Opportunity Fund | Diversified Portfolio | Dec 14, 2011 | 1.30% | -5.65% | 7.96% | 6.46% | 40 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years