NSIRX Mutual Fund

NSIRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.56%
Dividend Yield (Current)
-
Holdings
59
Inception Date
Dec 15, 2011
Fund Family
North Star Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 71.10%
Bonds: 20.79%
Cash: 8.11%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NSIRX Mutual Fund Overview

NSIRX Mutual Fund (North Star Opportunity Fund Class R) is managed by North Star Mutual Funds. NSIRX expense ratio is 1.56%, holding 59 positions across various sectors. Inception date: 2011-12-15.

NSIRX performance shows data across multiple time periods..

NSIRX top holdings include a diversified portfolio. Go to all NSIRX holdings, NSIRX sectors, or NSIRX dividends.

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