TETON Westwood Mighty Mites Fund Class A WMMAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$13.26  /  −4.81%
  • Fund Size$190.2M
  • Adjusted Expense Ratio1.530%
  • Net Expense Ratio1.490%
  • Fee Level: DistributionHigh
  • Share Class TypeFront Load
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.17%
  • Turnover Ratio2%

Morningstar’s Analysis WMMAX

Will WMMAX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TETON Westwood Mighty Mites A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings WMMAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Myers Industries Inc

3.878M
Consumer Cyclical

Park-Ohio Holdings Corp

2.756M
Industrials

Ultra Clean Holdings Inc

2.445M
Technology

Allient Inc

2.165M
Technology

Astronics Corp

2.125M
Industrials

Anterix Inc

2.074M
Communication Services

L.B. Foster Co Class A

1.774M
Industrials

Gencor Industries Inc

1.734M
Industrials

Monarch Cement Co

1.674M
Basic Materials

The Eastern Co

1.654M
Industrials

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