Skip to Content

TETON Westwood SmallCap Equity AAA WESCX

Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 25.95  /  +2.33 %
  • Total Assets 72.4 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 0.70%
  • Turnover 17%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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 Process Pillar and People 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-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WESCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ethan Allen Interiors Inc

3.37 2.5 Mil
Consumer Cyclical

Onto Innovation Inc

3.36 2.5 Mil
Technology

AAR Corp

3.02 2.2 Mil
Industrials

Advanced Energy Industries Inc

2.64 2.0 Mil
Industrials

Patterson Companies Inc

2.50 1.8 Mil
Healthcare

American Eagle Outfitters Inc

2.42 1.8 Mil
Consumer Cyclical

Openlane Inc

2.19 1.6 Mil
Consumer Cyclical

Flowserve Corp

2.17 1.6 Mil
Industrials

Entegris Inc

2.10 1.6 Mil
Technology

Lumentum Holdings Inc

1.96 1.5 Mil
Technology