NSBDX Mutual Fund

NSBDX Mutual Fund (North Star Bond Fund Class I) is managed by North Star Mutual Funds with $36.1M in net assets. NSBDX expense ratio is 1.60%, holding 36 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2014-12-19.

NSBDX performance shows a YTD return of 1.74%. The 1-year return is 3.56% and the 5-year return is 1.82%. NSBDX dividend yield stands at 4.21%, paid monthly.

NSBDX top holdings include First American Treasury Obligations Fund (9.8%), Oceaneering International, Inc. (4.2%), Smg 5 1/4 12/15/26 (4.2%), Wintrust Financial Corporation 4.85% Jun 06, 2029 (4.1%), Elanco Animal Health Inc (4.0%). Go to all NSBDX holdings, NSBDX sectors, or NSBDX dividends.

NSBDX can be compared against other funds. Use NSBDX overlap to find shared positions, or NSBDX vs another fund for a side-by-side view. NSBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.