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TETON Westwood SmallCap Equity C WWSCX

Medalist Rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 18.37  /  +0.49 %
  • Total Assets 69.1 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 17%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WWSCX

Will WWSCX outperform in future?

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

TETON Westwood SmallCap Equity C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings WWSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ethan Allen Interiors Inc

3.37 2.5 Mil
Consumer Cyclical

Onto Innovation Inc

3.36 2.5 Mil
Technology

AAR Corp

3.02 2.2 Mil
Industrials

Advanced Energy Industries Inc

2.64 2.0 Mil
Industrials

Patterson Companies Inc

2.50 1.8 Mil
Healthcare

American Eagle Outfitters Inc

2.42 1.8 Mil
Consumer Cyclical

Openlane Inc

2.19 1.6 Mil
Consumer Cyclical

Flowserve Corp

2.17 1.6 Mil
Industrials

Entegris Inc

2.10 1.6 Mil
Technology

Lumentum Holdings Inc

1.96 1.5 Mil
Technology