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TETON Westwood Equity A WEECX

Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 11.22  /  +0.18 %
  • Total Assets 44.8 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.68%
  • Turnover 44%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis WEECX

Will WEECX outperform in future?

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

TETON Westwood Equity A's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings WEECX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

3.38 1.4 Mil
Healthcare

Microsoft Corp

3.13 1.3 Mil
Technology

Abbott Laboratories

2.90 1.2 Mil
Healthcare

UnitedHealth Group Inc

2.87 1.2 Mil
Healthcare

Walmart Inc

2.76 1.2 Mil
Consumer Defensive

American International Group Inc

2.63 1.1 Mil
Financial Services

Chevron Corp

2.62 1.1 Mil
Energy

JPMorgan Chase & Co

2.60 1.1 Mil
Financial Services

CACI International Inc Class A

2.53 1.1 Mil
Technology

Honeywell International Inc

2.52 1.0 Mil
Industrials