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Walthausen Small Cap Value

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  1. RYSEX is closing to buy or not buy

    Commentary

    Sun, 19 Feb 2012

    or not as I would have to pay $75 fee at fidelity. I currently own ARIVX and WSCVX in the small cap space. Is it worth paying $75 for the foothold to buy in the future? Or is ARIVX and WSCVX enough, and I would be fund collecting...

  2. Portfolio review, please

    Commentary

    Sun, 17 Jul 2011

    Value 6389 $47,979.00 Small Cap ARIVX Small Value 2610 WSCVX Small Blend 7648 $10,258.00 Emerging Markets CNWIX Diversified ..... recently opened positions in SGIIX, CNWIX, INOIX, ARIVX, WSCVX and PONPX. The MACSX IRA is basically a foothold since the fund

  3. WSCVX or ICMAX or ARIVX

    Commentary

    Sun, 27 Feb 2011

    I am hesistant to add to WSCVX with small cap valuations high, both ICMAX and ARIVX have an absolute return approach ..... in those two Thoughts? ICMAX and ARIVX seem to be preparing for a pullback, and WSCVX has no protection to the downside

  4. WSCVX closed at WT

    Commentary

    Wed, 23 Feb 2011

    After trying to add to my existing holding and keep getting error msgs. I called  a rep and she  tried it. She then went to the fund desk and she found out that existing and new investors no longer can buy this fund as of yesterday 2/22/11). Their web site still show it is available. She doesn't ...

  5. A Portfolio Critique is Welcomed

    Commentary

    Wed, 16 Feb 2011

    sell down to five percent and increase MAPIX to five percent. Sell MSMLX and put proceeds and money into RIVFX. >NWGRX and WSCVX – increase both to five percent level, NWGRX maybe to ten percent. >JNBSX (JP Morgan Income Builder) and HLAIX (Hartford

  6. Early Portfolio Allocation

    Commentary

    Sun, 13 Feb 2011

    funds. Having read around quite a bit, here are some of the funds I'm considering: FPACX, YACKX/YAFFX, MFCFX, GRSPX, WSCVX , MAPIX, NWGAX (load waived), LSBRX, DLTNX Unfortunately I don't have access to a couple popular recommendations such

  7. A Strange Day...

    Commentary

    Tue, 18 Jan 2011

    It was a strange day for my portfolio... VIG was my third best performer! ICMAX was up 0.49% but WSCVX was down 0.06% GRSPX was up as much as POAGX European markets were up 0.7% to 1.2% - BUT, OAKIX was up 0.65% RISCX

  8. Your Take on Morningstar's Fund Managers of the Year

    Headlines

    Sun, 9 Jan 2011

    picks are more obscure. "Instead of Sequoia and Janus Overseas, I would have voted for John Walthausen of Walthausen Small Cap Value WSCVX , who also had great returns previously at Paradigm Value PVFAX, and David Iben of Nuveen Tradewinds who

  9. Suggestions needed - rebalancing

    Commentary

    Mon, 27 Dec 2010

    options: - Sell JMCVX, RYVPX, RYOTX and buy JATTX (Janus Triton) and WSCVX (Walthausen small-cap) - Sell JMCVX, RYVPX and buy RIVFX (Royce global value), WSCVX and keep RYOTX. This way I expand my global allocation. The only other

  10. Suggestions needed - rebalancing

    Commentary

    Mon, 27 Dec 2010

    options: - Sell JMCVX, RYVPX, RYOTX and buy JATTX (Janus Triton) and WSCVX (Walthausen small-cap) - Sell JMCVX, RYVPX and buy RIVFX (Royce global value), WSCVX and keep RYOTX. This way I expand my global allocation. The only other

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