North Star Opportunity Fund (NSOIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NSOIX
NSOIX charges 1.30% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NSOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NSOIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NSOIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NSOIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NSOIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | NSOIX vs MAANX |
Best Risk-Adjusted Alternatives to NSOIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | NSOIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NSOIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NSOIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | NSOIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NSOIX vs PMAIX |
Top Performing NSOIX Alternatives (YTD)
NSOIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | NSOIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | NSOIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | NSOIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | NSOIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | NSOIX vs CONWX |
Lowest Volatility Alternatives to NSOIX
NSOIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | NSOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | NSOIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NSOIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | NSOIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | NSOIX vs SICIX |
Lowest Drawdown Alternatives to NSOIX
NSOIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | NSOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NSOIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NSOIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NSOIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NSOIX vs SICIX |
Other Mutual Funds from North Star
Most popular North Star mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 22 | 7.11% | May 31, 2013 | NSOIX vs NSDVX | |
| North Star Micro Cap Fund | Small Cap Blend Equities | 18 | -0.05% | May 31, 2013 | NSOIX vs NSMVX | |
| North Star Bond Fund | Nontraditional Bonds | 62 | -0.45% | Dec 18, 2014 | NSOIX vs NSBDX |
Often Compared With NSOIX
What investors most often compare with NSOIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | NSOIX vs SPY | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | NSOIX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | NSOIX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | NSOIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | NSOIX vs TPDAX |
Compare NSOIX with Any Fund or Stock
Compare NSOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.