Walthausen Small Cap Value
9 Executive Park Drive, Suite B
Map
Phone: 888-925-8428
| Category: | Small Value | | Fund Family: | Walthausen Funds | | Net Assets: | 14.77M | | Year-to-Date Return: | 34.72% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-08 |
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John B Walthausen
Lead Manager since
01-Feb-08 | | | Walthausen is the CIO and portfolio manager at Walthausen & Co., LLC, which he founded in August, 2007. Previously, he was a portfolio manager at Paradigm Capital Management from it?s inception in 1994, and portfolio manager of the Paradigm Value Fund since it?s inception in January, 2003. Walthausen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The Fund invests at least 80% of net assets 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 133.28% | | Average for Category:
| 76.37% |
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| Expense | WSCVX | Category
Avg | | Total Expense Ratio: | 1.48%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 468 | $640 | | 5 Yr Expense Projection*: |
$ 808 | $1,003 | | 10 Yr Expense Projection*: |
$ 1,768 | $2,022 |
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0.17% Nasdaq 0.00%
0.04 (0.38%) 
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