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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 45.45 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 21.5% |
| 1 Year | 45.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Walthausen Select Value Fund has an expense ratio of 1.64 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
