Walthausen Small Cap Fund Quote
| WSCVX Fund | USD 16.47 0.01 0.06% |
PerformanceSoft
| Odds Of DistressLow
|
Walthausen Small is trading at 16.47 as of the 6th of December 2025; that is 0.06 percent decrease since the beginning of the trading day. The fund's open price was 16.48. Walthausen Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of September 2025 and ending today, the 6th of December 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 December 2025 |
| Expense Ratio Date | 1st of June 2022 |
| Fiscal Year End | January |
Walthausen Small Cap [WSCVX] is traded in USA and was established 6th of December 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 4.16%, while the total return for the last 3 years was 10.6%.
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
| MTRN | Materion | Stock | Materials | |
| SLGN | Silgan Holdings | Stock | Materials | |
| SM | SM Energy Co | Stock | Energy | |
| DLX | Deluxe | Stock | Industrials | |
| ABM | ABM Industries Incorporated | Stock | Industrials | |
| GLDD | Great Lakes Dredge | Stock | Industrials | |
| SYBT | Stock Yards Bancorp | Stock | Financials | |
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary |
Walthausen Small Cap Risk Profiles
| Mean Deviation | 0.9645 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 |
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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