• FirefoxUpgrade to the new Firefox »
  •  Dow Up 1.69% Nasdaq Up 2.12%

    Walthausen Small Cap Value (WSCVX)

    24.56 Up 0.66(2.76%) Dec 17
    Prev Close:23.90
    YTD Return*:1.97%
    Net Assets*:879.23M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WSCVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GTIV2.0754.88
    BIG2.0249.46
    UFI1.935.40
    DLX1.8515.14
    KALU1.686.16

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:879.23M
    Category:Small Value
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:1.97%
    5y Avg Return:21.81%
    Rank in Category (ytd):48
    % Rank in Category (ytd):12.12%
    Beta (3y):1.30
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback