North Star Opportunity Fund Manager Performance Evaluation
| NSOIX Fund | USD 18.07 0.12 0.66% |
The fund secures a Beta (Market Risk) of 0.48, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, North Star's returns are expected to increase less than the market. However, during the bear market, the loss of holding North Star is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in North Star Opportunity are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, North Star is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 31st of March 2025 | |
| Expense Ratio | 1.3100 |
North |
North Star Relative Risk vs. Return Landscape
If you would invest 1,714 in North Star Opportunity on December 1, 2025 and sell it today you would earn a total of 93.00 from holding North Star Opportunity or generate 5.43% return on investment over 90 days. North Star Opportunity is currently producing 0.0886% returns and takes up 0.8301% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than North, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
North Star Current Valuation
Undervalued
Today
Please note that North Star's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. North Star Opportunity secures a last-minute Real Value of $19.0 per share. The latest price of the fund is $18.07. We determine the value of North Star Opportunity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since North Star is currently traded on the exchange, buyers and sellers on that exchange determine the market value of North Mutual Fund. However, North Star's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.07 | Real 19.0 | Hype 18.06 | Naive 18.27 |
The intrinsic value of North Star's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence North Star's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of North Star Opportunity helps investors to forecast how North mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of North Star more accurately as focusing exclusively on North Star's fundamentals will not take into account other important factors: North Star Target Price Odds to finish over Current Price
The tendency of North Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.07 | 90 days | 18.07 | about 55.68 |
Based on a normal probability distribution, the odds of North Star to move above the current price in 90 days from now is about 55.68 (This North Star Opportunity probability density function shows the probability of North Mutual Fund to fall within a particular range of prices over 90 days) .
North Star Price Density |
| Price |
Predictive Modules for North Star
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as North Star Opportunity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.North Star Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. North Star is not an exception. The market had few large corrections towards the North Star's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold North Star Opportunity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of North Star within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.48 | |
σ | Overall volatility | 0.49 | |
Ir | Information ratio | 0.04 |
North Star Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of North Star for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for North Star Opportunity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 7.67% of its assets in cash |
North Star Fundamentals Growth
North Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of North Star, and North Star fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on North Mutual Fund performance.
| Price To Earning | 13.80 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 0.85 X | ||||
| Total Asset | 127.8 M | ||||
About North Star Performance
Evaluating North Star's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if North Star has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if North Star has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The adviser expects to invest approximately 80 - 100 percent of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0 percent to 5 percent of the funds net assets, for individual stocks and up to 25 percent for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. The advisor may also devote a substantial amount of the funds capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.Things to note about North Star Opportunity performance evaluation
Checking the ongoing alerts about North Star for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for North Star Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.67% of its assets in cash |
- Analyzing North Star's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether North Star's stock is overvalued or undervalued compared to its peers.
- Examining North Star's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating North Star's management team can have a significant impact on its success or failure. Reviewing the track record and experience of North Star's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of North Star's mutual fund. These opinions can provide insight into North Star's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in North Mutual Fund
North Star financial ratios help investors to determine whether North Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in North with respect to the benefits of owning North Star security.
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