Teton Westwood Small Fund Quote
| WWSIX Fund | USD 30.82 0.49 1.62% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Teton Westwood is trading at 30.82 as of the 22nd of November 2024; that is 1.62 percent increase since the beginning of the trading day. The fund's open price was 30.33. 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 29th of October 2023 and ending today, the 22nd 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 [WWSIX] is traded in USA and was established 22nd 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 17.08% with the current yeild of 0.01%, while the total return for the last 3 years was 4.67%.
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
| DBD | Diebold Nixdorf, Incorporated | Pink Sheet | Information Technology | |
| ENTG | Entegris | Stock | Information Technology | |
| ABM | ABM Industries Incorporated | Stock | Industrials | |
| PDCO | Patterson Companies | Stock | Health Care | |
| WGO | Winnebago Industries | Stock | Consumer Discretionary | |
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| MRVL | Marvell Technology Group | Stock | Information Technology | |
| OMCL | Omnicell | Stock | Health Care |
Teton Westwood Small Risk Profiles
| Mean Deviation | 0.9333 | |||
| Semi Deviation | 0.8597 | |||
| 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.
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