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NSOIX North Star Opportunity I

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Fund NSOIX North Star Opportunity I
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Annual Fees
(1.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 14.73%
3 YR 3.26%
5 YR 9.74%
10 YR --
The investment seeks long-term capital appreciation. The adviser expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0% to 5% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. It may also devote a substantial amount of its capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.

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