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Morningstar

Walthausen

Walthausen Parent Rating

Below Average
Morningstar Manager Research

Walthausen has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

Longest-tenured managers have one year of average asset-weighted tenure, which is slim compared with peer firms. In isolation, this does n't bode well as the current managers have limited experience running strategies. Walthausen management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating.

Walthausen Investments

Mutual Funds

See All Walthausen Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

39.41 Mil

Investment Flows (TTM)

−10.30 Mil

Asset Growth Rate (TTM)

−23.11%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
North Star Small Cap Value Institutional51
North Star Small Cap Value Investor54
View All 5-Star Standouts

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