# North Star Small Cap Value Institutional (WFICX)

> Source: Nexqual · https://nexqual.com/WFICX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, North Star Small Cap Value Institutional (WFICX), nexqual.com/WFICX" · informational, not investment advice.

**Price:** USD 16.71 (-0.24% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 16.75 · day 16.71–16.71 · 52w 14.45–18.72 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +16.4% vs S&P 500 +13.4%; 5Y +53.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +16.4% | +53.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +16.4% | +9.0% |
| Volatility (annualized) | 16.2% | 20.0% |
| Max drawdown | -11.8% (Jun 2026→Oct 2026) | -22.1% (Nov 2021→Jun 2022) |

## Peers
TIAGX (Timothy Plan Aggressive Growth ) USD 17.2 -0.00% · OMCIX (Oberweis Micro-Cap Fund Institu) USD 61.9 -0.00% · NPSGX (Nicholas Partners Small Cap Gro) USD 17.91 +0.00% · PSCNX (Penn Capital Special Situations) USD 18.52 -0.00% · WBVRX (William Blair Small Cap Value R6) USD 35.12 +0.00%

## More
Full page: https://nexqual.com/WFICX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt