WFICX Mutual Fund

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 50 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2018-12-31.

WFICX performance shows a YTD return of 23.76%. The 1-year return is 38.27% and the 5-year return is 11.72%. WFICX dividend yield stands at 10.70%, paid annually.

WFICX top holdings include First Am Treas Obli-X (7.5%), Postal Realty Trust Inc- A Common Stock (3.8%), Allient Inc (3.6%), Comfort Systems USA Inc. (3.6%), Azz Inc (3.6%). 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.