North Star Mutual Funds offer investment strategies that provide exposure to publicly traded stocks and bonds.
Our “Micro to Macro” approach to investing incorporates expertise in finding undervalued and overlooked small- and micro-capitalization companies, as well as investing in opportunities identified by our macroeconomic and primary research.
Fund Management
For more than 20 years, we have navigated through volatile markets while attempting to illuminate value and uncover unique investment opportunities. Considering risk and return, North Star’s Investment & Research Team looks to establish long-term positions in high-quality businesses at the right price. The result is a portfolio of securities typically undiscovered by most investors, which we believe may offer compelling value.
North Star Mutual Funds
North Star Micro Cap Fund
(NSMVX)
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The North Star Micro Cap Fund has one of the lowest median market caps of any mutual fund.
North Star Dividend Fund
(NSDVX)
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The North Star Dividend Fund is one of a select group of funds in the small-cap category that seeks to invest in stocks that pay dividends.
North Star Small Cap Value Fund
(WSCVX / WFICX)
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The North Star Small Cap Value Fund invests primarily in common stocks of small capitalization companies that the Advisor believes have the potential for capital appreciation.
North Star Opportunity Fund
(NSOIX)
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The North Star Opportunity Fund invests in a diversified portfolio of micro-, small-, mid-, and large-cap equities and fixed-income securities.
North Star Bond Fund
(NSBDX)
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The North Star Bond Fund is largely comprised of fixed-income securities issued by companies owned in North Star’s equity funds.