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.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.40%
- Avg. 1 Year Return
- 19.21%
- Avg. 5 Year Return
- 2.77%
- Median Risk/Return Score
- 33 / 100
North Star Mutual Funds List
4 results
| 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% | 0.99% | 2.34% | 4.14% | 40 | ||||||||
| North Star Dividend Fund | Small Cap Value Equities | May 31, 2013 | 1.37% | 15.08% | 7.17% | 2.90% | 25 | ||||||||
| North Star Micro Cap Fund | Small Cap Blend Equities | May 31, 2013 | 1.30% | 11.85% | 9.45% | 3.32% | 16 | ||||||||
| North Star Opportunity Fund | Diversified Portfolio | Dec 14, 2011 | 1.30% | 9.26% | 9.30% | 5.69% | 82 |
Explore top North Star Mutual Fund Categories and Asset Classes
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
Best North Star Mutual funds by Risk/Return Score
The top North Star Mutual funds by PortfoliosLab Risk/Return Score are NSOIX (82) and NSBDX (40).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| North Star Opportunity Fund | 82 | — | Dec 2011 | |
| North Star Bond Fund | 40 | — | Dec 2014 | |
| North Star Dividend Fund | 25 | — | May 2013 | |
| North Star Micro Cap Fund | 16 | — | May 2013 |
Best-Performing North Star Mutual funds Over 5 Years
The top North Star Mutual funds is NSOIX (5.17%).
Across the lineup, North Star Mutual funds show an average 1-year return of 19.21% and an average 5-year return of 2.77%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| North Star Opportunity Fund | 5.17% | — | Dec 2011 | |
| North Star Dividend Fund | 3.34% | — | May 2013 | |
| North Star Bond Fund | 1.69% | — | Dec 2014 | |
| North Star Micro Cap Fund | 0.87% | — | May 2013 |
Lowest-Cost North Star Mutual funds
The top North Star Mutual funds is NSOIX (1.30%).
With an average expense ratio of 1.40%, North Star Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| North Star Opportunity Fund | 1.30% | — | Dec 2011 | |
| North Star Micro Cap Fund | 1.30% | — | May 2013 | |
| North Star Dividend Fund | 1.37% | — | May 2013 | |
| North Star Bond Fund | 1.63% | — | Dec 2014 |
Highest-Yield North Star Mutual funds
The top North Star Mutual funds is NSOIX (5.69%).
Across the lineup, North Star Mutual funds show an average dividend yield of 4.01%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| North Star Opportunity Fund | 5.69% | — | Dec 2011 | |
| North Star Bond Fund | 4.14% | — | Dec 2014 | |
| North Star Micro Cap Fund | 3.32% | — | May 2013 | |
| North Star Dividend Fund | 2.90% | — | May 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.