Walthausen Small Cap Fund Quote

WFICX Fund  USD 13.62  0.03  0.22%   

Performance

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Odds Of Distress

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Walthausen Small is trading at 13.62 as of the 20th of March 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 13.65. Walthausen Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in common stocks of small capitalization companies that the advisor believes have the potential for capital appreciation. Walthausen Small is traded on NASDAQ Exchange in the United States. More on Walthausen Small Cap

Moving together with Walthausen Mutual Fund

  0.97VSMAX Vanguard Small CapPairCorr
  0.68VSCIX Vanguard Small CapPairCorr
  0.97VSCPX Vanguard Small CapPairCorr
  0.92NAESX Vanguard Small CapPairCorr
  0.97FSSNX Fidelity Small CapPairCorr
  0.91DFSTX Us Small CapPairCorr

Moving against Walthausen Mutual Fund

  0.5TTEEX T Rowe PricePairCorr
  0.33TREMX T Rowe PricePairCorr

Walthausen Mutual Fund Highlights

Fund ConcentrationSmall Blend, Walthausen Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of June 2022
Fiscal Year EndJanuary
Walthausen Small Cap [WFICX] is traded in USA and was established 20th of March 2025. The fund is listed under Small Blend category and is part of Walthausen Funds family. This fund at this time has accumulated 41.34 M in net assets with minimum initial investment of 100 K. Walthausen Small Cap is currently producing year-to-date (YTD) return of 2.02%, while the total return for the last 3 years was 4.06%.
Check Walthausen Small Probability Of Bankruptcy

Instrument Allocation

Top Walthausen Small Cap Mutual Fund Constituents

MNROMonro Muffler BrakeStockConsumer Discretionary
AZZAZZ IncorporatedStockIndustrials
AIRAAR CorpStockIndustrials
PNFPPinnacle Financial PartnersStockFinancials
PRDOPerdoceo Education CorpStockConsumer Discretionary
KELYAKelly Services AStockIndustrials
ABMABM Industries IncorporatedStockIndustrials
SYBTStock Yards BancorpStockFinancials
More Details

Walthausen Small Cap Risk Profiles

Walthausen Small Against Markets

Other Information on Investing in Walthausen Mutual Fund

Walthausen Small financial ratios help investors to determine whether Walthausen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walthausen with respect to the benefits of owning Walthausen Small security.
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