Quantitative Investment Solutions
| These figures show the diversification of NorthStar StockCompass™ and the broad stock market in terms of holdings by industrial sector and market capitalization. The NorthStar StockCompass™ statistics are computed based on the weekly holdings since portfolio inception. The broad market statistics are based on the approximately 6,000 stocks traded on the New York Stock Exchange (NYSE), NASDAQ Stock Market (NASDAQ), and American Stock Exchange (AMEX). Our investment models are adaptive with changing market trends and will adjust the portfolio's market-cap and sector distributions to maximize risk-adjusted returns. |