North Star Dividend Fund Class I (NSDVX)
North Star Dividend Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $26.46, up 0.42% on the session, giving a market capitalisation of $104.7M. Its beta of 0.68 implies it has historically moved less than the broad market.
The North Star Dividend Fund Class I primarily aims to generate income through dividends, with capital appreciation as a secondary objective. To achieve these goals, the fund commits at least 80% of its net assets to a diverse collection of securities that pay dividends. Typically, the advisor intends to deploy between 80% and 100% of the fund's net assets in long positions within dividend-issuing companies deemed to be undervalued. The size of any single holding within the portfolio will generally not exceed 5% of the fund's total net assets.
North Star Dividend Fund Class I is most often compared with the following Financial Services names: