NSOPX Mutual Fund
NSOPX Mutual Fund
North Star Opportunity Fund Class A

NSOPX Mutual Fund Overview
NSOPX Mutual Fund (North Star Opportunity Fund Class A) is managed by North Star Mutual Funds with $9.3M in net assets. NSOPX expense ratio is 1.56%, holding 49 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-12-15.
NSOPX performance shows a YTD return of 8.49%. The 1-year return is 24.97% and the 5-year return is 5.12%. NSOPX dividend yield stands at 5.34%, paid quarterly.
NSOPX top holdings include B 12/11/25 Govt (7.3%), Treasury Bill 0% Jan 15, 2026 (6.5%), Alphabet Inc Common Stock USD 0.001 (6.2%), Advanced Micro Devices Inc. (5.6%), Jpmorgan Chase (4.3%). View all NSOPX holdings, sector breakdown, or dividend history.
NSOPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NSOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.