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 485 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 Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | NSOIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NSOIX vs BWBIX |
Best Risk-Adjusted Alternatives to NSOIX
NSOIX has a PortfoliosLab risk / return rank of 84. There are 41 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 | 97 | — | Dec 2002 | NSOIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NSOIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NSOIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | NSOIX vs AOBLX |
Top Performing NSOIX Alternatives (YTD)
NSOIX is at 9.76% YTD. There are 108 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.29% | — | Jan 1998 | NSOIX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | NSOIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.01% | — | Aug 1998 | NSOIX vs MHELX | |
| ICON Equity Income Fund | 16.48% | — | May 2004 | NSOIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 15.32% | — | Dec 2002 | NSOIX vs TIBIX |
Lowest Volatility Alternatives to NSOIX
NSOIX has 10.74% 1-year volatility. There are 418 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | NSOIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | NSOIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | NSOIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NSOIX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | 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 | |
| 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NSOIX vs CSTAX |
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 | 38 | 20.47% | — | May 2013 | NSOIX vs NSDVX | |
| North Star Bond Fund | Nontraditional Bonds | 63 | 1.77% | — | Dec 2014 | NSOIX vs NSBDX | |
| North Star Micro Cap Fund | Small Cap Blend Equities | 22 | 16.71% | — | May 2013 | NSOIX vs NSMVX |
Often Compared With NSOIX
Investors most often compare NSOIX with SPY, WWWEX, BERIX. These 20 comparison targets span 4 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