Dow Up 1.25% Nasdaq Up 0.41%

TETON Westwood SmallCap Equity AAA (WESCX)

20.95 Up 0.02(0.10%) Oct 29
Prev Close:20.95
YTD Return*:-5.00%
Net Assets*:44.25M
Yield*:N/A

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WESCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CTCT2.30-14.39
PDCO1.981.38
VPFG1.96-11.91
AIR1.91-13.80
PTEN1.8827.96

Fund Basics

Morningstar Overall Rating:
Total Assets:44.25M
Category:Small Blend
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:-5.00%
5y Avg Return:12.69%
Rank in Category (ytd):77
% Rank in Category (ytd):10.43%
Beta (3y):1.38
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide long term capital appreciation. 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 equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs"), including in emerging markets. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback