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Morningstar

TETON Westwood Equity A WEECX

Morningstar Medalist Rating
Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 11.10  /  +0.27 %
  • Total Assets 43.8 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 Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 44%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the WEECX 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 WEECX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WEECX

More WEECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.25 1.4 Mil
Technology

Bank of America Corp

3.24 1.4 Mil
Financial Services

Johnson & Johnson

3.22 1.4 Mil
Healthcare

Abbott Laboratories

3.07 1.4 Mil
Healthcare

The Goldman Sachs Group Inc

2.75 1.2 Mil
Financial Services

UnitedHealth Group Inc

2.73 1.2 Mil
Healthcare

JPMorgan Chase & Co

2.58 1.1 Mil
Financial Services

Honeywell International Inc

2.57 1.1 Mil
Industrials

American International Group Inc

2.50 1.1 Mil
Financial Services

Accenture PLC Class A

2.36 1.0 Mil
Technology