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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.64 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.0% |
| 1 Year | 13.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 1% to 3% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. It may also devote a substantial amount of its capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.
Fees
Fees are Low compared to funds in the same category.
North Star Opportunity Fund has an expense ratio of 1.99 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
