North Star Micro Fund Quote

NSMVX Fund  USD 40.23  0.40  1.00%   

Performance

9 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
North Star is trading at 40.23 as of the 28th of March 2024; that is 1.00% increase since the beginning of the trading day. The fund's open price was 39.83. North Star has about a 38 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for North Star Micro are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 28th of March 2024. Click here to learn more.
The investment seeks capital appreciation and, secondarily, to derive income from short term liquid securities. North Star is traded on NASDAQ Exchange in the United States. More on North Star Micro

Moving together with North Mutual Fund

  0.88VSMAX Vanguard Small-cap IndexPairCorr
  0.88VSCIX Vanguard Small-cap IndexPairCorr
  0.88VSCPX Vanguard Small-cap IndexPairCorr
  0.88NAESX Vanguard Small-cap IndexPairCorr
  0.85FSSNX Fidelity Small CapPairCorr
  0.91DFSTX Us Small CapPairCorr
  0.88PASVX T Rowe PricePairCorr

North Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. North Star's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding North Star or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSmall Blend, North Star, Large, Small Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of March 2023
Fiscal Year EndNovember
North Star Micro [NSMVX] is traded in USA and was established 28th of March 2024. The fund is listed under Small Blend category and is part of North Star family. This fund now has accumulated 100.48 M in assets with minimum initial investment of 5 K. North Star Micro is currently producing year-to-date (YTD) return of 3.91% with the current yeild of 0.01%, while the total return for the last 3 years was -2.84%.
Check North Star Probability Of Bankruptcy

Instrument Allocation

Top North Star Micro Mutual Fund Constituents

LAKELakeland IndustriesStockConsumer Discretionary
AMSWAAmerican SoftwareStockInformation Technology
RCKYRocky BrandsStockConsumer Discretionary
OESXOrion Energy SystemsStockIndustrials
PRTSCarPartsComStockConsumer Discretionary
QEPCQEP Co IncOTC StockConsumer Discretionary
JOUTJohnson OutdoorsStockConsumer Discretionary
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North Star Micro Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. North Star market risk premium is the additional return an investor will receive from holding North Star long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in North Star. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although North Star's alpha and beta are two of the key measurements used to evaluate North Star's performance over the market, the standard measures of volatility play an important role as well.

North Star Against Markets

Picking the right benchmark for North Star mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in North Star mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for North Star is critical whether you are bullish or bearish towards North Star Micro at a given time. Please also check how North Star's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in North Star without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Volatility Analysis

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How to buy North Mutual Fund?

Before investing in North Star, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in North Star. To buy North Star fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of North Star. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase North Star fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located North Star Micro fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased North Star Micro fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as North Star Micro, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in North Star Micro?

The danger of trading North Star Micro is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of North Star is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than North Star. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile North Star Micro is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in North Star Micro. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for North Mutual Fund analysis

When running North Star's price analysis, check to measure North Star's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy North Star is operating at the current time. Most of North Star's value examination focuses on studying past and present price action to predict the probability of North Star's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move North Star's price. Additionally, you may evaluate how the addition of North Star to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between North Star's value and its price as these two are different measures arrived at by different means. Investors typically determine if North Star is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, North Star's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.