WSCVX Mutual Fund
WSCVX Mutual Fund
North Star Small Cap Value Fund Investor Class

WSCVX Mutual Fund Overview
WSCVX Mutual Fund (North Star Small Cap Value Fund Investor Class) is managed by North Star Mutual Funds with $32.6M in net assets. WSCVX expense ratio is 1.22%, holding 45 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2008-02-01.
WSCVX performance shows a YTD return of 27.63%. The 1-year return is 48.40% and the 5-year return is 14.40%. WSCVX dividend yield stands at 10.25%, paid annually.
WSCVX 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 WSCVX holdings, sector breakdown, or dividend history.
WSCVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.