NSOPX Mutual Fund

NSOPX Mutual Fund (North Star Opportunity Fund Class A) is managed by North Star Mutual Funds with $9.8M in net assets. NSOPX expense ratio is 1.56%, holding 59 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-12-15.

NSOPX performance shows a YTD return of 9.36%. The 1-year return is 22.71% and the 5-year return is 4.96%. NSOPX dividend yield stands at 5.31%, paid quarterly.

NSOPX top holdings include First Am Treas Obli-X (8.1%), The Madison Square Garden Company - Class A (4.1%), Alphabet Inc Common Stock USD 0.001 (3.9%), Jpmorgan Chase (3.8%), Bank Of America Corp. (3.7%). Go to all NSOPX holdings, NSOPX sectors, or NSOPX dividends.

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