5 / 5 Stars
5 5 3 2 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#8 in Small Blend
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 33.02 percent over the past year, and 17.46 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small and mid capitalization companies that the Advisor believes have the potential for capital appreciation. Small and mid capitalization companies are defined by the Advisor as those with market capitalizations of $5 billion or less at the time of purchase. It typically invests in 40 to 50 companies. Under normal circumstances, the fund will invest at least 80% of its net assets in U.S. common stocks of small and mid capitalization companies, as defined above.
Fees are Above Average compared to funds in the same category.
Walthausen Select Value Fund has an expense ratio of 1.39 percent.
Risk is Average compared to funds in the same category according to Morningstar.