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Walthausen Small Cap Value

WSCVX
19.41
-0.21
-1.07%
9/26/2016
5 Years
  • Previous Close

    19.62

  • Net Assets

    549.28M

  • Yield

    0.26%

  • Front load

    None

  • Expenses

    1.25%

  • Category

    Small Value

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Walthausen Funds

Fund Style

Open

Fund Manager

John Walthausen

Investment Style

Small Value

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.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP 2,500

Inception

2/1/2008

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