Teton Westwood Small Fund Quote
| WESCX Fund | USD 23.54 0.22 0.93% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Teton Westwood is trading at 23.54 as of the 13th of December 2024; that is 0.93% down since the beginning of the trading day. The fund's open price was 23.76. Teton Westwood has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of May 2023 and ending today, the 13th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets 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 funds initial investment. More on Teton Westwood Small
Moving together with Teton Mutual Fund
| 0.83 | WBCCX | Teton Westwood Balanced | PairCorr |
| 0.96 | WEBCX | Teton Westwood Balanced | PairCorr |
| 0.83 | WEBAX | Teton Westwood Balanced | PairCorr |
| 0.81 | WEECX | Teton Westwood Equity | PairCorr |
| 0.96 | WEEIX | Teton Westwood Equity | PairCorr |
Moving against Teton Mutual Fund
Teton Mutual Fund Highlights
| Fund Concentration | Teton Westwood Funds, Large Funds, Small Blend Funds, Small Blend, Teton Westwood Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Teton Westwood Small [WESCX] is traded in USA and was established 13th of December 2024. Teton Westwood is listed under Teton Westwood Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Teton Westwood Funds family. This fund at this time has accumulated 71.82 M in net assets with no minimum investment requirementsTeton Westwood Small is currently producing year-to-date (YTD) return of 21.18% with the current yeild of 0.01%, while the total return for the last 3 years was 6.86%.
Check Teton Westwood Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Teton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Teton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Teton Westwood Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Teton Westwood Small Mutual Fund Constituents
| PTEN | Patterson UTI Energy | Stock | Energy | |
| ABM | ABM Industries Incorporated | Stock | Industrials | |
| OMCL | Omnicell | Stock | Health Care | |
| NTCT | NetScout Systems | Stock | Information Technology | |
| BRO | Brown Brown | Stock | Financials | |
| ETD | Ethan Allen Interiors | Stock | Consumer Discretionary | |
| ONTO | Onto Innovation | Stock | Information Technology | |
| ETH | Grayscale Ethereum Mini | Etf | Digital Assets |
Teton Westwood Small Risk Profiles
| Mean Deviation | 1.19 | |||
| Standard Deviation | 2.94 | |||
| Variance | 8.66 | |||
| Risk Adjusted Performance | (0.01) |
Teton Westwood Against Markets
Other Information on Investing in Teton Mutual Fund
Teton Westwood financial ratios help investors to determine whether Teton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Teton with respect to the benefits of owning Teton Westwood security.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |