NSIRX Mutual Fund

TER1.56%

Holdings59

NSIRX Mutual Fund

North Star Opportunity Fund Class R

TER1.56%

Holdings59

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

1.56%

Dividend Yield (Current)

Holdings

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%

Price Chart (6M)

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Top Holdings

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Ticker	Name	Weight

Download all 59 holdings for NSIRX

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Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

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Category rank, peer-average returns and outperformance, updated daily.

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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. View all NSIRX holdings, sector breakdown, or dividend history.

NSIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NSIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.