North Star Opportunity Fund (NSOIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NSOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSOIX
NSOIX charges 1.30% annually. There are 484 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NSOIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NSOIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NSOIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NSOIX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NSOIX vs FYMIX |
Best Risk-Adjusted Alternatives to NSOIX
NSOIX has a PortfoliosLab risk / return rank of 83. There are 43 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | NSOIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NSOIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NSOIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | NSOIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NSOIX vs AYBLX |
Top Performing NSOIX Alternatives (YTD)
NSOIX is at 9.15% YTD. There are 144 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | NSOIX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | NSOIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | NSOIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | NSOIX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | NSOIX vs SMIFX |
Lowest Volatility Alternatives to NSOIX
NSOIX has 10.80% 1-year volatility. There are 430 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | NSOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | NSOIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | NSOIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NSOIX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | NSOIX vs CSTAX |
Lowest Drawdown Alternatives to NSOIX
NSOIX has a 1-year max drawdown of -7.38%. There are 387 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NSOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NSOIX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | NSOIX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NSOIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NSOIX vs SICIX |
Other Mutual Funds from North Star
The 3 most viewed North Star mutual funds shown here include NSDVX, NSBDX, NSMVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 36 | 18.64% | — | May 2013 | NSOIX vs NSDVX | |
| North Star Bond Fund | Nontraditional Bonds | 50 | 1.34% | — | Dec 2014 | NSOIX vs NSBDX | |
| North Star Micro Cap Fund | Small Cap Blend Equities | 26 | 16.44% | — | May 2013 | NSOIX vs NSMVX |
Often Compared With NSOIX
Investors most often compare NSOIX with SPY, WWWEX, BERIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NSOIX with Any Fund or Stock
Compare NSOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSOIX with funds that move differently
North Star Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSOIX.
Explore NSOIX Diversifiers