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Walthausen Small Cap Value (WSCVX)

25.36 Up 0.16(0.63%) Aug 29
Prev Close:25.20
YTD Return*:-1.31%
Net Assets*:841.19M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WSCVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AMKR1.9247.96
DLX1.826.53
BIG1.7934.56
DAR1.76-9.39
OCN1.70-50.08

Fund Basics

Morningstar Overall Rating:
Total Assets:841.19M
Category:Small Value
Annual Report Expense Ratio (net):1.24%

Performance & Risk

YTD Return:-1.31%
5y Avg Return:23.91%
Rank in Category (ytd):57
% Rank in Category (ytd):14.69%
Beta (3y):1.38
Morningstar Risk Rating:4

Fund 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. View More
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