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North Star Small Cap Value Investor WSCVX Fund Analysis

| Medalist Rating as of | See Walthausen Investment Hub

Morningstar’s Analysis WSCVX

Will WSCVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit North Star Small Cap Value Investor to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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