North Star

Statistics as of May 01, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
1.34%
TTM Yield
0.9%
3yr Sharpe
-0.08
YTD Return
-14.0%
3yr Return
8.3%
1yr Return
-3.8%
Total Assets
$100M
6M Money Flow
-$5M
Small Value
Expense Ratio
1.40%
TTM Yield
3.1%
3yr Sharpe
-0.10
YTD Return
-7.0%
3yr Return
8.0%
1yr Return
0.0%
Total Assets
$82M
6M Money Flow
-$4M
Moderately Aggressive Allocation
Expense Ratio
1.31%
TTM Yield
1.5%
3yr Sharpe
-0.27
YTD Return
-8.3%
3yr Return
2.1%
1yr Return
-0.8%
Total Assets
$119M
6M Money Flow
-$5M
Nontraditional Bond
Expense Ratio
1.60%
TTM Yield
4.4%
3yr Sharpe
-0.42
YTD Return
0.8%
3yr Return
9.7%
1yr Return
4.8%
Total Assets
$34M
6M Money Flow
$494K