Walthausen Select Value Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

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.

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Performance

The fund has returned 32.75 percent over the past year, and 17.13 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 32.7%
3 Years (Annualized) 17.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 Above Average compared to funds in the same category.
Walthausen Select Value Fund has an expense ratio of 1.64 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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