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    Walthausen Select Value Institutional (WSVIX)

    15.87 Down 0.05(0.31%) Mar 3
    Prev Close:15.92
    YTD Return*:-4.05%
    Net Assets*:72.78M
    Yield*:0.99%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WSVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KND3.110.22
    UNF2.90-2.65
    DV2.84-7.29
    INDB2.77-8.43
    FFIN2.70-14.12

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:72.78M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:-4.05%
    5y Avg Return:N/A
    Rank in Category (ytd):66
    % Rank in Category (ytd):8.34%
    Beta (3y):1.24
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small and mid capitalization companies that the Advisor believes have the potential for capital appreciation. Small and mid capitalization companies are defined by the Advisor as those with market capitalizations of $5 billion or less at the time of purchase. It typically invests in 40 to 50 companies. Under normal circumstances, the fund will invest at least 80% of its net assets in U.S. common stocks of small and mid capitalization companies, as defined above. View More
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