Walthausen Small Cap Value Fund

Class No Load (WSCVX)
5 / 5 Stars
5 5 3 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
C+ (Hold)

#26 in Small Value

U.S. News evaluated 119 Small Value 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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The fund has returned 22.75 percent over the past year, 15.74 percent over the past three years, and 33.33 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 0.4%
1 Year 22.8%
3 Years (Annualized) 15.7%
5 Years (Annualized) 33.3%
10 Years (Annualized) N/A

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The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small capitalization companies that the advisor believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of $2 billion or less at the time of purchase. Under normal circumstances, it will invest at least 80% of its net assets in common stocks of small capitalization companies, as defined above.

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