Chicago: 312-580-0900 | Suburban: 847-831-8831 | Family Office: 312-338-7788 | Financial Planning: 312-440-5028 | Benefits: 847-831-8831

Mutual Funds

The North Star Mutual Funds offer a number of investment strategies that provide exposure to publicly traded stocks and bonds.

Considering both risk and return, we look to establish long-term positions in high-quality businesses at the right price.

The North Star Funds are managed by North Star Investment Management Corporation, part of the North Star Family of Financial Services. Currently, over $404 million are invested in the North Star Mutual Funds.

North Star Micro Cap Fund

(NSMVX)

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The investment objective of the North Star Micro Cap Fund is capital appreciation. The Fund seeks to achieve its objective of capital appreciation by investing in micro-cap companies, defined as companies with market capitalizations under $1 billion.

North Star Dividend Fund

(NSDVX)

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The primary investment objective of the North Star Dividend Fund is to generate dividend income, and the secondary objective is to seek capital appreciation. The Fund seeks to achieve its objective by investing in a diversified portfolio of dividend-paying securities with market capitalizations under $2.5 billion.

North Star Small Cap Value Fund

(WSCVX / WFICX)

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The primary investment objective of the North Star Small Cap Value Fund is long-term capital appreciation. The Fund invests primarily in common stocks of small capitalization companies that the Advisor believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of $2 billion or less at the time of purchase.

North Star Opportunity Fund

(NSOIX)

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The primary investment objective of the North Star Opportunity Fund is long-term capital appreciation. The Fund seeks to achieve its objective by investing in a diversified portfolio of “Micro to Macro” securities – from small- and micro-cap companies to the largest global corporations.

North Star Bond Fund

(NSBDX)

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The primary investment objective of the North Star Bond Fund is to generate income, with preservation of capital as a secondary objective. The Fund seeks to achieve its investment objectives by investing in a diversified portfolio of bonds and other fixed-income securities.
For more information about North Star Mutual Funds, call (312) 580-0900 or visit nsinvestfunds.com