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Morningstar

TETON Westwood Mighty Mites I WEIMX

Morningstar Analyst Rating
Analyst rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 23.71  /  0.21 %
  • Total Assets 467.9 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.75%
  • Turnover 3%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis WEIMX

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.

Unclear future.

Senior Analyst

Summary

| by Jack Shannon

A dormant portfolio, scattered investment process, and unclear leadership succession plan earn TETON Westwood Mighty Mites a Morningstar Analyst Rating of Negative for its more expensive share classes and Neutral for its cheapest class.

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