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Morningstar

TETON Westwood Mighty Mites A WMMAX

Morningstar Medalist Rating
Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 17.82  /  −0.39 %
  • Total Assets 305.5 Mil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 2%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

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
Rated on Published on

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Portfolio Holdings WMMAX

More WMMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
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