Skip to Content
Morningstar

TETON Westwood Equity C WEQCX

Morningstar Medalist Rating
Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 9.43  /  0.53 %
  • Total Assets 40.9 Mil
  • Adj. Expense Ratio
    2.390%
  • Expense Ratio 2.390%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 50%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:16 PM GMT+0

Morningstar’s Analysis WEQCX

Will WEQCX 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 WEQCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

TETON Westwood Equity C's Average Process and People 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WEQCX

More WEQCX Holdings
  • Current Portfolio Date
  • Equity Holdings 47
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

3.38
1,408,603
Healthcare

Microsoft Corp

3.13
1,305,310
Technology

Abbott Laboratories

2.90
1,209,656
Healthcare

UnitedHealth Group Inc

2.87
1,197,955
Healthcare

Walmart Inc

2.76
1,151,496
Consumer Defensive

American International Group Inc

2.63
1,097,648
Financial Services

Chevron Corp

2.62
1,090,297
Energy

JPMorgan Chase & Co

2.60
1,083,009
Financial Services

CACI International Inc Class A

2.53
1,053,549
Technology

Honeywell International Inc

2.52
1,049,323
Industrials