Walthausen Small Cap Fund Quote
| WSCVX Fund | USD 13.83 0.04 0.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
Walthausen Small is trading at 13.83 as of the 20th of March 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 13.87. Walthausen Small has about a 21 % 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 U.S. companies that the adviser believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of 2.5 billion or less at the time of purchase. More on Walthausen Small Cap
Moving together with Walthausen Mutual Fund
Walthausen Mutual Fund Highlights
| Fund Concentration | Walthausen Funds, Large Funds, Small Blend Funds, Small Blend, Walthausen Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of June 2022 |
| Fiscal Year End | January |
Walthausen Small Cap [WSCVX] is traded in USA and was established 20th of March 2025. Walthausen Small is listed under Walthausen Funds category by Fama And French industry classification. 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 no minimum investment requirementsWalthausen Small Cap is currently producing year-to-date (YTD) return of 1.94%, while the total return for the last 3 years was 3.86%.
Check Walthausen Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Walthausen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Walthausen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Walthausen Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Walthausen Small Cap Mutual Fund Constituents
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| PRDO | Perdoceo Education Corp | Stock | Consumer Discretionary | |
| CAC | Camden National | Stock | Financials | |
| SLGN | Silgan Holdings | Stock | Materials | |
| LKFN | Lakeland Financial | Stock | Financials | |
| MGRC | McGrath RentCorp | Stock | Industrials | |
| SIG | Signet Jewelers | Stock | Consumer Discretionary | |
| CMCO | Columbus McKinnon | Stock | Industrials |
Walthausen Small Cap Risk Profiles
| Mean Deviation | 0.8174 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.13) |
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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