Effective Jan. 3, 2022, Adam Trivison is no longer a manager of TETON Westwood Mighty Mites. Hendi Susanto, a veteran of the firm, has joined the management team alongside Mario Gabelli, Sarah Donnelly, and Joseph Gabelli. Susanto joined the firm as a technology analyst more than a decade ago, suggesting that he is well-versed in the firm's private-market-value-oriented investment philosophy.
TETON Westwood Mighty Mites I WEIMX
NAV / 1-Day Return
26.04
/
1.20
%
Total Assets
615.3 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.200%
Expense Ratio
1.200%
Fee Level
High
Longest Manager Tenure
23.72
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
500,000
Status
Open
TTM Yield
0.44%
Turnover
6%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will WEIMX 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 WEIMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the WEIMX 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 WEIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
TETON Westwood Mighty Mites Replaces Manager; Ratings Unchanged
