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Morningstar

TETON Westwood SmallCap Equity A WWSAX

Morningstar Analyst Rating
Quantitative rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 22.97  /  1.33 %
  • Total Assets 76.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 15%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis WWSAX

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

People Pillar

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

Summary

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A middling People rating and a subpar Parent Pillar limit TETON Westwood SmallCap Equity A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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