News

By Eileen Lauer Eric Kuby quoted in My DrollImportant Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. In general, the price of a fixed income security falls when interest...

Eric Kuby discussion on TD Ameritrade Network The Watch ListAs of 5.20.2022 BGSF, Inc (BGSF) – a 2.02% holding in the North Star Opportunity Fund and 3.21% holding in the North Star Dividend Fund. Boot Barn Holdings (BOOT) – a 1.46% holding in the North Star...

Eric Kuby discussion on TD Ameritrade Network Morning LiveAs of 4.6.2022: Barrett Business Services (BBSI) – a 2.69% holding in the North Star Micro Cap Fund. BGSF, Inc (BGSF) – a 1.66% holding in the North Star Opportunity Fund and 3.11% holding in the North Star...

Small-Cap Stocks are ‘trying to find a footing’As of 3.25.2022: Barrett Business Services (BBSI) – a 2.65% holding in the North Star Micro Cap Fund. Delta Apparel (DLA) – a 2.28% holding in the North Star Micro Cap Fund. North Star Dividend Fund Investment Objective:...

North Star Dividend Fund Investment Objective: The primary investment objective of the North Star Dividend Fund is to generate dividend income and the secondary objective is to seek capital appreciation. North Star Micro Cap Fund Investment Objective: The primary...

As of 1.11.2022: Escalade (ESCA) – 3.57% holding in the North Star Dividend Fund and 3.27% holding in the North Star Micro Cap Fund. Amazon (AMZN) – 2.34% holding in the North Star Opportunity Fund Microsoft (MSFT) – none Google (GOOG) – 3.96% holding in the North...

North Star is proud to announce there were no short term capital gain distributions for 2021 on our equity mutual funds. *Long-Term Capital Gain distributions were paid on December 9, 2021 North Star Dividend Fund Investment Objective: The primary investment objective...

TDAmeritrade Network Market on Close with Tom WhiteAs of 11/11/2021: Turtle Beach (HEAR) was a 4.64% holding in the North Star Micro Cap Fund and a 2.89% holding in the North Star Opportunity Fund. HEAR is not held in the North Star Dividend Fund. Blue Bird (BLBD) was...

by Caroline ValetkevitchAs of 9.3.2021: Target (TGT) – is a 2.72% holding in the North Star Opportunity Fund. ACCO Brands (ACCO) – is a 3.36% holding in the North Star Dividend Fund and a 2.34% holding in the North Star Micro Cap Fund. North Star Dividend Fund – The...

TDAmeritrade Network Morning TradeAs of Sept 2nd, 2021 Movado (MOV) – 0.53% holding in the North Star Micro Cap Fund Del Taco (TACO) – 1.84% holding in the North Star Dividend Fund Sharps Compliance (SMED) – 0.34% holding in the North Star Micro Cap Fund North Star...