North Star Financial Funds List | Morningstar

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North Star Financial Mutual Funds List

Share Class Type

1 to 7 of 7 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
North Star Small Cap Value Fund Institutional	WFICX	Small Blend			15.81%	26	1.520%	High	Institutional	$100,000
North Star Small Cap Value investor Fund	WSCVX	Small Blend			15.67%	27	1.770%	High	No Load	$2,500
North Star Dividend Fund Class I	NSDVX	Small Value			22.86%	6	1.440%	High	Institutional	$5,000
North Star Opportunity Fund Class I Shares	NSOIX	Moderately Aggressive Allocation			12.07%	24	1.310%	High	Institutional	$5,000
North Star Micro Cap Fund Class I	NSMVX	Small Blend			13.43%	48	1.390%	High	Institutional	$5,000
North Star Bond Fund Class I	NSBDX	Nontraditional Bond			1.46%	37	1.570%	Above Average	Institutional	$5,000
North Star Opportunity Fund Class A Shares	NSOPX	Moderately Aggressive Allocation			11.90%	29	1.560%	High	Front Load	$2,500

North Star Financial Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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