North Star Opportunity Fund
Shareclass
North Star Opportunity I (NSOIX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
North Star Opportunity Fund NSOIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Bank of America Corp3.89% of assets$4.77M invested
- 2. JPMorgan Chase & Co4.09% of assets$5.02M invested
- 3. Paychex Inc3.22% of assets$3.95M invested
- 4. Target Corp1% of assets$1.22M invested
- 5. AbbVie Inc2.73% of assets$3.35M invested
- 6. Exxon Mobil Corp1.89% of assets$2.32M invested
- 7. Zoetis Inc Class A2.61% of assets$3.2M invested
- 8. EPR Properties2.23% of assets$2.73M invested
- 9. Alphabet Inc Class A3.71% of assets$4.55M invested
- 10. Cisco Systems Inc2.06% of assets$2.52M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Madison Square Garden Entertainment Corp2.24% of assets$2.75M invested
- 2. Blackstone Inc3.28% of assets$4.02M invested
- 3. Boot Barn Holdings Inc3.14% of assets$3.85M invested
- 4. KKR & Co Inc Ordinary Shares3.12% of assets$3.83M invested
- 5. Qualcomm Inc2.84% of assets$3.48M invested
- 6. LXP Industrial Trust1.06% of assets$1.3M invested
- 7. Advanced Micro Devices Inc3.21% of assets$3.93M invested
- 8. Realty Income Corp1.52% of assets$1.87M invested
- 9. NVIDIA Corp1.21% of assets$1.49M invested
- 10. Carrier Global Corp Ordinary Shares1.16% of assets$1.42M invested
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Financial performance
Performance data provided by
Find more financial data on NSOIX at Morningstar.com
Find more financial data on NSOIX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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