North Star Bond FundNSBDX

MUTUAL FUNDNorth Star
Type
Mutual fund
Peer group
Taxable bond
Net assets
$36.3M
Expense ratio
1.57%
1-year return
+4.2%
3 years, a year
+4.9%
5 years, a year
+2.1%
Holdings
37

What it aims to do.

The primary investment objective of the North Star Bond Fund (the ?Bond Fund?) is to generate income,

Top 10 holdings.

Holding% of fund
OII Oceaneering International, Inc.4.21%
SMG The Scotts Miracle-Gro Company4.17%
WTFC Wintrust Financial Corporation4.12%
BZH Beazer Homes USA Inc.4.07%
UAA Under Armour, Inc.4.04%
ELAN Elanco Animal Health Inc4.02%
CHDN Churchill Downs Inc3.98%
EPR EPR Properties3.90%
Steelcase Inc3.83%
ACCO ACCO Brands Corporation3.81%

More on NSBDX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.