North Star Micro Fund Manager Performance Evaluation
| NSMVX Fund | USD 42.99 0.56 1.29% |
The fund secures a Beta (Market Risk) of 0.89, which conveys possible diversification benefits within a given portfolio. North Star returns are very sensitive to returns on the market. As the market goes up or down, North Star is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in North Star Micro are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, North Star may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 31st of March 2025 | |
| Expense Ratio | 1.3400 |
North |
North Star Relative Risk vs. Return Landscape
If you would invest 3,818 in North Star Micro on November 30, 2025 and sell it today you would earn a total of 481.00 from holding North Star Micro or generate 12.6% return on investment over 90 days. North Star Micro is currently producing 0.1961% returns and takes up 0.9663% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than North, and 97% 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 Micro secures a last-minute Real Value of $46.21 per share. The latest price of the fund is $42.99. We determine the value of North Star Micro 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 42.99 | Real 46.21 | Hype 42.99 | Naive 43.9 |
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 Micro 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 |
| 42.99 | 90 days | 42.99 | about 12.89 |
Based on a normal probability distribution, the odds of North Star to move above the current price in 90 days from now is about 12.89 (This North Star Micro 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 Micro. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of North Star's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
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 Micro, 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 | 0.14 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 1.67 | |
Ir | Information ratio | 0.14 |
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 Micro can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.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 | 20.14 X | ||||
| Price To Book | 1.54 X | ||||
| Price To Sales | 0.68 X | ||||
| Total Asset | 116.01 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 fund seeks to achieve its investment objective of capital appreciation by investing at least 80 percent of its net assets in micro-cap companies. It generally invests between 80-100 percent of its assets in equity securities of U.S. companies that the adviser believes are currently undervalued and have the potential for capital appreciation.Things to note about North Star Micro 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 Micro help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating North Star's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate North Star's mutual fund performance include:- 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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