TETON Westwood Equity I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
TETON Westwood Equity Fund Institutional Class WEEIX
- NAV / 1-Day Return 10.46 / −0.95 %
- Total Assets 38.4M
-
Adj. Expense Ratio
1.430%
- Expense Ratio 1.430%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 75%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:29 AM GMT+0
Morningstar’s Analysis WEEIX
Will WEEIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WEEIX 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 WEEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 2.99 | 1M | Consumer Cyclical |
NextEra Energy Inc | 2.68 | 1M | Utilities |
Thermo Fisher Scientific Inc | 2.53 | 954,060 | Healthcare |
Berkshire Hathaway Inc Class B | 2.52 | 951,212 | Financial Services |
RB Global Inc | 2.46 | 928,978 | Industrials |
Alphabet Inc Class A | 2.44 | 920,480 | Communication Services |
Johnson & Johnson | 2.39 | 901,495 | Healthcare |
CSX Corp | 2.38 | 898,215 | Industrials |
The Home Depot Inc | 2.38 | 898,199 | Consumer Cyclical |
Exxon Mobil Corp | 2.37 | 894,448 | Energy |
United States