NSOPX Mutual Fund
NSOPX Mutual Fund
North Star Opportunity Fund Class A
NSOPX Mutual Fund Overview
NSOPX Mutual Fund (North Star Opportunity Fund Class A) is managed by North Star Mutual Funds with $9.3M in net assets. NSOPX expense ratio is 1.56%, holding 59 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2011-12-15.
NSOPX performance shows a YTD return of 8.87%. The 1-year return is 24.97% and the 5-year return is 5.12%. NSOPX dividend yield stands at 5.34%, paid quarterly.
NSOPX top holdings include First American Treasury Obligations Fund (8.1%), 'alphabet Inc., Class 'a'' (3.9%), Jp Morgan Chase & Co (3.8%), Bank Of America Corp. (3.7%), Apple Inc (3.4%). View all NSOPX holdings, sector breakdown, or dividend history.
NSOPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NSOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.