NSOIX Mutual Fund
NAV$19.91
AUM$139M
TER1.31%
Holdings49
NSOIX Mutual Fund
NAV$19.91
North Star Opportunity Fund Class I
AUM$139M
TER1.31%
Holdings49

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Showing 10 of 49 holdings(as of Nov 30, 2025)Top 10 Weight: 48.05%
NSOIX Mutual Fund Top Holdings
NSOIX holdings top 10 positions. The top 10 holdings account for 48.0% of the fund, led by B 12/11/25 Govt at 7.3%, Treasury Bill 0% Jan 15, 2026 at 6.5%, Alphabet Inc Common Stock USD 0.001 at 6.2%.
NSOIX portfolio concentration is moderate, with the top 10 representing 48.0% of total assets. The largest sector exposure is Financials at 31.0%.
NSOIX sector allocation provides a detailed breakdown. NSOIX overlap tool shows how holdings compare to other funds in your portfolio.