5 / 5 Stars
5 5 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#13 in Small Value
U.S. News evaluated 117 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.82 percent over the past year, 16.39 percent over the past three years, and 29.35 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.4%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||29.4%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Walthausen Small Cap Value Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.