Walthausen Small Cap Value Fund

Class No Load (WSCVX)
Scorecard
5 / 5 Stars
Lipper
5 5 3 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
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.

See all Walthausen Funds funds

See full Small Value rankings

See more fund rankings

Performance

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

See more WSCVX performance

Summary

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.

See Also:

Top Walthausen Funds Funds