WFICX Mutual Fund (North Star Small Cap Value Fund Institutional Class) is managed by North Star Mutual Funds with $2.3M in net assets. WFICX expense ratio is 0.99%, holding 45 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2018-12-31.

WFICX performance shows a YTD return of 27.87%. The 1-year return is 48.69% and the 5-year return is 14.66%. WFICX dividend yield stands at 10.24%, paid annually.

WFICX top holdings include First Am Treas Obli-X (11.5%), Sprott Inc (4.2%), Comfort Systems U.s.a., Inc. (4.1%), Madison Square Garden Entertainment Corp. (4.0%), Azz Inc (3.7%). View all WFICX holdings, sector breakdown, or dividend history.

WFICX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WFICX alternatives are available via the screener, along with tax-loss harvesting opportunities.