WFICX Mutual Fund
WFICX Mutual Fund
WFICX Mutual Fund
North Star Small Cap Value Fund Institutional Class
WFICX Mutual Fund Overview
WFICX Mutual Fund (North Star Small Cap Value Fund Institutional Class) is managed by North Star Mutual Funds with $2.2M in net assets. WFICX expense ratio is 0.99%, holding 55 positions across sectors including Energy, Information Technology, Financials. Inception date: 2018-12-31.
WFICX performance shows a YTD return of 14.89%. The 1-year return is 20.05% and the 5-year return is 1.95%.
WFICX top holdings include Texas Instrument Inc (3.1%), TARGET CORP (3.0%), Canadian Natural Resources Ltd (2.7%), Microchip Technology Inc. (2.6%), Chevron Corp (2.6%). Go to all WFICX holdings, WFICX sectors, or WFICX dividends.
WFICX can be compared against other funds. Use WFICX overlap to find shared positions, or WFICX vs another fund for a side-by-side view. WFICX alternatives are available via the screener, along with tax-loss harvesting opportunities.