Walthausen Small Cap Value Fund (WSCVX) Research
This fund primarily aims for capital appreciation by investing in common stocks of smaller companies that the advisor identifies as having growth potential. A small-capitalization company, for the fund's purposes, is defined as one with a market value not exceeding $2 billion at the time of purchase. Under typical market conditions, at least 80% of the fund's net assets, combined with any borrowed funds used for investment, will be allocated to common equities of these small-cap enterprises.
Market snapshot
- Symbol
- WSCVX
- Price
- $18.51
- Day change
- +1.87%
- Market cap
- $30.3M
- 52-week range
- 11.99-18.51
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- MFS Intermediate High Income Fund (CIF)
- Guinness Atkinson China & Hong Kong Fund (ICHKX)
- LSV U.S. Managed Volatility Fund (LVAMX)
- Monongahela All Cap Value Fund (MCMVX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund (PGLOX)
- Plumb Equity Fund (PLBEX)
- River Oak Discovery Fund (RIVSX)
- RBC Small Cap Core Fund (TEEAX)
Open Walthausen Small Cap Value Fund (WSCVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.