About WEEIX
Teton Westwood Equity Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation while adhering to a careful risk management approach. The fund primarily invests in a concentrated portfolio of 40 to 60 well-established, large-cap U.S. companies that have demonstrated strong financial performance, including positive earnings surprises and valuations considered attractive under proprietary growth metrics. Its sector exposure spans major industries, with significant weightings in healthcare, financials, technology, and industrials—recent top holdings include companies like UnitedHealth Group, Microsoft, JPMorgan Chase, and Johnson & Johnson. The fund targets stocks with market volatility (beta) generally below that of the S&P 500, aiming to reduce portfolio risk. With an institutional share class structure, it is designed for large-scale investors, demanding a higher minimum investment and featuring an expense ratio above the category average. The Teton Westwood Equity Fund Institutional Class plays a role in the market as an actively managed large value fund, seeking to balance growth potential with prudent risk controls within the U.S. equity landscape.
Fund Family Teton Westwood Funds
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WEEIX
Share Class Class I
Index S&P 500 TR
WEEIX had a total return of 3.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.45%.
