Skip to Content
Morningstar

TETON Westwood Mighty Mites C WMMCX

Morningstar Medalist Rating
Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 14.12  /  +0.36 %
  • Total Assets 300.7 Mil
  • Adj. Expense Ratio
    2.230%
  • Expense Ratio 2.230%
  • Distribution Fee Level High
  • Share Class Type Level 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 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:30 AM GMT+0

Morningstar’s Analysis WMMCX

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

  • People Pillar

    The People Pillar is our evaluation of the WMMCX 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 WMMCX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WMMCX

More WMMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nathan's Famous Inc

4.04 14.1 Mil
Consumer Cyclical

Myers Industries Inc

3.18 11.1 Mil
Consumer Cyclical

Ducommun Inc

2.47 8.6 Mil
Industrials

Gencor Industries Inc

2.13 7.4 Mil
Industrials

Distribution Solutions Group Inc

2.00 7.0 Mil
Industrials

Full House Resorts Inc

1.86 6.5 Mil
Consumer Cyclical

The Eastern Co

1.79 6.3 Mil
Industrials

Flushing Financial Corp

1.79 6.2 Mil
Financial Services

Astec Industries Inc

1.76 6.1 Mil
Industrials

CTS Corp

1.74 6.1 Mil
Technology