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Morningstar

TETON Westwood Mighty Mites AAA WEMMX

Morningstar Medalist Rating
Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 18.52  /  +0.11 %
  • Total Assets 298.3 Mil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 2%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis WEMMX

Will WEMMX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WEMMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WEMMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WEMMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Liquidity and succession questions persist.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Teton Westwood Mighty Mites is overseen by an experienced team, but a stagnant, illiquid portfolio and unclear succession plans leave challenges ahead.

by Jack Shannon
Rated on Published on

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Portfolio Holdings WEMMX

More WEMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
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