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
4 / 5 Stars
TheStreet.com
B (Buy)

#11 in Small Value

U.S. News evaluated 122 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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Performance

The fund has returned 26.49 percent over the past year, 19.37 percent over the past three years, and 28.19 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.9%
1 Year 26.5%
3 Years (Annualized) 19.4%
5 Years (Annualized) 28.2%
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 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.

Fees

Fees are Low compared to funds in the same category.
Walthausen Small Cap Value Fund has an expense ratio of 1.24 percent.

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Risk

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

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See Also:

Top Walthausen Funds Funds

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