Morningstar

TETON Westwood Mighty Mites Fund Class A WMMAX

Morningstar Medalist Rating
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Medalist Rating as of See Teton Advisors Investment Hub
  • NAV / 1-Day Return $16.18  /  −1.17 %
  • Fund Size $189.6M
  • Adjusted Expense Ratio 1.530%
  • Net Expense Ratio 1.490%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 2%
NAV and 1-Day Return as of

Morningstar’s Analysis WMMAX

Will WMMAX outperform in the 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.

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

More WMMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Myers Industries Inc

3.87 8M
Consumer Cyclical

Park-Ohio Holdings Corp

2.75 6M
Industrials

Ultra Clean Holdings Inc

2.44 5M
Technology

Allient Inc

2.16 5M
Technology

Astronics Corp

2.12 5M
Industrials

Anterix Inc

2.07 4M
Communication Services

L.B. Foster Co Class A

1.77 4M
Industrials

Gencor Industries Inc

1.73 4M
Industrials

Monarch Cement Co

1.67 4M
Basic Materials

The Eastern Co

1.65 4M
Industrials

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