Teton Westwood Mutual Funds List
Here you can find all mutual funds issued by Teton Westwood and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.43%
- Avg. 1 Year Return
- 30.97%
- Avg. 5 Year Return
- 6.71%
- Median Risk/Return Score
- 48 / 100
Teton Westwood Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TETON Westwood Balanced Fund | Diversified Portfolio | Sep 30, 1991 | 1.41% | 4.73% | 6.82% | 13.80% | 37 | ||||||||
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | May 11, 1998 | 1.41% | 20.14% | 9.20% | 18.98% | 60 | ||||||||
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | Apr 15, 1997 | 1.25% | 25.10% | 14.28% | 6.00% | 88 | ||||||||
| TETON Westwood Equity Fund | Large Cap Value Equities | Jan 2, 1987 | 1.64% | 4.88% | 8.67% | 14.10% | 17 |
Explore top Teton Westwood Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Teton Westwood Mutual funds by Risk/Return Score
The top Teton Westwood Mutual funds by PortfoliosLab Risk/Return Score are WESCX (88) and WEMMX (60).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | |
| TETON Westwood Mighty Mites Fund | 60 | — | May 1998 | |
| TETON Westwood Balanced Fund | 37 | — | Sep 1991 | |
| TETON Westwood Equity Fund | 17 | — | Jan 1987 |
Best-Performing Teton Westwood Mutual funds Over 5 Years
The top Teton Westwood Mutual funds is WESCX (11.27%).
Across the lineup, Teton Westwood Mutual funds show an average 1-year return of 30.97% and an average 5-year return of 6.71%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 11.27% | — | Apr 1997 | |
| TETON Westwood Mighty Mites Fund | 5.43% | — | May 1998 | |
| TETON Westwood Equity Fund | 5.21% | — | Jan 1987 | |
| TETON Westwood Balanced Fund | 4.94% | — | Sep 1991 |
Lowest-Cost Teton Westwood Mutual funds
The top Teton Westwood Mutual funds is WESCX (1.25%).
With an average expense ratio of 1.43%, Teton Westwood Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 1.25% | — | Apr 1997 | |
| TETON Westwood Mighty Mites Fund | 1.41% | — | May 1998 | |
| TETON Westwood Balanced Fund | 1.41% | — | Sep 1991 | |
| TETON Westwood Equity Fund | 1.64% | — | Jan 1987 |
Highest-Yield Teton Westwood Mutual funds
The top Teton Westwood Mutual funds is WEMMX (18.98%).
Across the lineup, Teton Westwood Mutual funds show an average dividend yield of 13.22%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| TETON Westwood Mighty Mites Fund | 18.98% | — | May 1998 | |
| TETON Westwood Equity Fund | 14.10% | — | Jan 1987 | |
| TETON Westwood Balanced Fund | 13.80% | — | Sep 1991 | |
| TETON Westwood SmallCap Equity Fund | 6.00% | — | Apr 1997 |
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