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Walthausen Small Cap Value WSCVX

Quantitative rating as of
NAV / 1-Day Return
17.60  /  0.45 %
Total Assets
59.6 Mil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Small Value
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.02%
Turnover
71%

Morningstar’s Analysis WSCVX

Will WSCVX outperform in future?

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

Summary

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A decline in its Process Pillar rating is the primary driver of Walthausen Small Cap Value's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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