Morningstar

North Star Bond Fund Class I NSBDX

Medalist Rating as of Aug 31, 2026 See North Star Financial Investment Hub

Strategy

The investment seeks to generate income, with preservation of capital as a secondary objective. The fund will invest at least 80% of its net assets in a diversified portfolio of bonds. Bonds include debt securities such as bond, notes, bills and debentures. The fund may invest in bonds of any maturity, duration or quality, including those that are rated below investment grade (i.e., "junk bonds") without limitation. It may also invest up to 20% of its assets in equity securities of companies of any size, including preferred stock.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NSBDX	North Star Bond Fund Class I	Institutional	Open			Dec 19, 2014	$36.00M	1.570%	Above Average	$5,000	$1.10M

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