Teton Westwood Small Fund Quote
| WESCX Fund | USD 29.84 0.45 1.53% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Teton Westwood is trading at 29.84 as of the 26th of November 2024; that is 1.53% up since the beginning of the trading day. The fund's open price was 29.39. Teton Westwood has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Teton Westwood Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 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
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 | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Teton Westwood Small [WESCX] is traded in USA and was established 26th of November 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 20.16% with the current yeild of 0.01%, while the total return for the last 3 years was 5.62%.
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
| NTCT | NetScout Systems | Stock | Information Technology | |
| ON | ON Semiconductor | Stock | Information Technology | |
| AEIS | Advanced Energy Industries | Stock | Information Technology | |
| MRVL | Marvell Technology Group | Stock | Information Technology | |
| ETD | Ethan Allen Interiors | Stock | Consumer Discretionary | |
| PDCO | Patterson Companies | Stock | Health Care | |
| ABM | ABM Industries Incorporated | Stock | Industrials | |
| FANG | Diamondback Energy | Stock | Energy |
Teton Westwood Small Risk Profiles
| Mean Deviation | 0.9427 | |||
| Semi Deviation | 0.8159 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.85 |
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.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |