North Star Small Cap Value Fund Institutional Class (WFICX)

Overview

This company is focused on investing primarily in the common stocks of small capitalization U.S. companies. It targets companies that it believes have the potential for capital appreciation, particularly those with market capitalizations of $2.5 billion or less at the time of purchase. By concentrating on small cap companies, the fund aims to offer its investors a unique opportunity to benefit from the potential growth of these enterprises. It commits to investing at least 80% of its net assets, along with any borrowing for investment purposes, in common stocks of small capitalization companies, adhering to its strategy under normal circumstances.

Products and Services

The following are the key products and services offered by this investment fund:

• Common Stock Investments

  This service involves the buying of common stocks of small capitalization companies in the U.S. The firm focuses on firms with a market capitalization of $2.5 billion or less at the time of purchase, providing investors exposure to the potential upside of investing in small cap stocks.

• Capital Appreciation Potential

  The primary goal of this fund is to achieve capital appreciation by investing in companies that the adviser believes have strong prospective growth. This implies selecting companies with the potential for significant price appreciation over time, contributing to the overall return for investors.