About WESCX
The Teton Westwood SmallCap Equity Fund Class AAA is a mutual fund designed to provide long-term capital appreciation by investing primarily in small-capitalization U.S. companies. The fund generally allocates at least 80% of its net assets to common stocks of smaller firms, typically those with market capitalizations between $100 million and $2.5 billion at the time of investment. Employing a disciplined value-oriented approach, the fund seeks out companies with strong fundamentals, positive earnings surprises, and valuations that are below proprietary growth estimates. It often holds a concentrated portfolio of approximately 40-60 stocks, focusing on firms across technology, industrials, consumer cyclical, and financial services sectors, among others. The fund may also invest up to 25% of its assets in foreign securities, including depositary receipts, to enhance diversification. With a history dating back to 1997, the fund serves investors seeking exposure to potential growth through underappreciated smaller companies, while accepting market, economic, and business risks inherent to equity investments in this segment.
Fund Family Gabelli
Category Small Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WESCX
Share Class Class Aaa
Index Russell 2000 TR
WESCX had a total return of 43.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.24%.
