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TETON Westwood Mighty Mites A WMMAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Gamco Investment Hub

Morningstar’s Analysis WMMAX

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

  • People Pillar

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

Liquidity and succession questions persist.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Teton Westwood Mighty Mites is overseen by an experienced team, but a stagnant, illiquid portfolio and unclear succession plans leave challenges ahead.

by Jack Shannon
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