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TETON Westwood SmallCap Equity AAA WESCX

Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 25.06  /  +0.40 %
  • Total Assets 72.0 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 17%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:19 PM GMT+0

Morningstar’s Analysis WESCX

Will WESCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

TETON Westwood SmallCap Equity AAA's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-costliest quintile among peers.

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Portfolio Holdings WESCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ethan Allen Interiors Inc

3.44 2.3 Mil
Consumer Cyclical

AAR Corp

3.14 2.1 Mil
Industrials

Onto Innovation Inc

3.05 2.1 Mil
Technology

Patterson Companies Inc

2.83 1.9 Mil
Healthcare

Advanced Energy Industries Inc

2.72 1.8 Mil
Industrials

NetScout Systems Inc

2.46 1.7 Mil
Technology

Openlane Inc

2.41 1.6 Mil
Consumer Cyclical

Flowserve Corp

2.28 1.6 Mil
Industrials

EMCOR Group Inc

2.26 1.5 Mil
Industrials

ChampionX Corp

2.14 1.5 Mil
Energy