North Star Small Cap Value Fund Investor Class (WSCVX)

Overview

The fund is a financial investment vehicle that focuses on maximizing capital appreciation by investing predominantly in common stocks of small capitalization companies. It targets companies with a market capitalization of $2 billion or less at the time of investment, aiming to identify those with significant growth potential. To maintain its strategic focus, the fund commits at least 80% of its net assets, in addition to any borrowed funds, towards investments in these small cap stocks under normal circumstances.

Products and Services

• Common Stocks of Small Capitalization Companies

This service involves the selection and investment in common stocks of companies that are defined by their small market capitalization, specifically $2 billion or less at the time of the fund's purchase. The investment approach is driven by the belief in the companies' potential for significant capital appreciation. This focus targets businesses that not only present a high growth potential but also may be overlooked by larger investment entities, thereby offering unique investment opportunities.

• Strategic Capital Growth Investments

Aimed at generating significant returns, this product focuses on investing at least 80% of the fund's net assets, along with any borrowings for investment purposes, in small capitalization companies. This rigorous investment threshold ensures a dedicated approach towards capitalizing on the growth potential of these small cap entities. Through meticulous analysis and selection, the fund seeks to identify and invest in companies showing promising prospects for appreciation, aligning with investors' goals for capital growth.