Teton Westwood Mighty Mites is overseen by an experienced team, but a stagnant, illiquid portfolio and unclear succession plans leave challenges ahead.
TETON Westwood Mighty Mites C WMMCX
- NAV / 1-Day Return 14.32 / +1.42 %
- Total Assets 301.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.230%
- Distribution Fee Level High
- Share Class Type Level 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 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:25 AM GMT+0
Morningstar’s Analysis WMMCX
Will WMMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Nathan's Famous Inc | 4.04 | 14.1 Mil | Consumer Cyclical |
Myers Industries Inc | 3.18 | 11.1 Mil | Consumer Cyclical |
Ducommun Inc | 2.47 | 8.6 Mil | Industrials |
Gencor Industries Inc | 2.13 | 7.4 Mil | Industrials |
Distribution Solutions Group Inc | 2.00 | 7.0 Mil | Industrials |
Full House Resorts Inc | 1.86 | 6.5 Mil | Consumer Cyclical |
The Eastern Co | 1.79 | 6.3 Mil | Industrials |
Flushing Financial Corp | 1.79 | 6.2 Mil | Financial Services |
Astec Industries Inc | 1.76 | 6.1 Mil | Industrials |
CTS Corp | 1.74 | 6.1 Mil | Technology |