WSCVX : Walthausen Small Cap Value Fund

WSCVX is a US Stocks Market Small Value with MODERATE fees.


Walthausen Small Cap Value Fund

FI Score

39 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

39% FI Score
  • wscvx
  • Mutual Fund
  • US Stocks
  • Small Value

Walthausen Small Cap Value Fund

Expenses: 1.21% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

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 plus any borrowing for investment purpses in common stocks of small capitalization companies.

Largest Holdings

Amount Holding
3.11% Darling Ingredients Inc
2.97% Great Lakes Dredge & Dock Corp
2.88% Mobile Mini Inc
2.82% Landec Corp
2.77% McGrath RentCorp
2.71% Ameresco Inc Class A
2.69% M/I Homes Inc
2.59% Heritage-Crystal Clean Inc
2.47% ABM Industries Inc
2.46% Allied Motion Technologies Inc
2.35% Kulicke & Soffa Industries Inc
2.33% Primerica Inc
2.17% Miller Industries Inc.
2.13% SeaWorld Entertainment Inc
2.11% AAR Corp
1.94% Heartland Financial USA Inc
1.89% UMH Properties Inc
1.85% Camden National Corp
1.84% Kelly Services Inc Class A
1.78% Universal Electronics Inc
1.76% Pinnacle Financial Partners Inc
1.75% Stewart Information Services Corp
1.73% Community Bank System Inc
1.66% Alamo Group Inc
1.66% NBT Bancorp Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2023   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo