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TETON Westwood SmallCap Equity AAA (WESCX)

18.96
-1.63
(-7.92%)
At close: 8:02:21 PM EDT
Loading Chart for WESCX
  • Previous Close 20.59
  • YTD Return -3.49%
  • Expense Ratio 1.25%
  • Category Small Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 74.51M
  • Beta (5Y Monthly) 1.06
  • Yield 0.65%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.18
  • Inception Date Jan 11, 2008

The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

Teton Westwood Funds

Fund Family

Small Blend

Fund Category

74.51M

Net Assets

2008-01-11

Inception Date

Performance Overview: WESCX

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Trailing returns as of 4/2/2025. Category is Small Blend.

YTD Return

WESCX
3.49%
Category
20.19%
 

1-Year Return

WESCX
8.55%
Category
60.18%
 

3-Year Return

WESCX
3.70%
Category
11.32%
 

5-Year Return

WESCX
13.05%
Category
13.88%
 

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Holdings: WESCX

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Sector Weightings

SectorWESCX
Industrials   19.67%
Technology   18.56%
Healthcare   12.15%
Energy   4.12%
Real Estate   2.09%
Utilities   0.00%

Recent News: WESCX

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Research Reports: WESCX

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