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
- 5
- Avg. Expense Ratio
- 1.37%
- Avg. 1 Year Return
- 24.92%
- Avg. 5 Year Return
- 6.71%
- Median Risk/Return Score
- 31 / 100
Teton Westwood Mutual Funds List
3 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 Mighty Mites Fund | Small Cap Blend Equities | May 11, 1998 | 1.41% | 25.17% | 9.15% | 18.22% | 80 | ||||||||
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | Apr 15, 1997 | 1.25% | 28.31% | 14.05% | 5.85% | 94 | ||||||||
| TETON Westwood Equity Fund | Large Cap Value Equities | Jan 2, 1987 | 1.64% | 8.06% | 8.70% | 13.68% | 25 |
Explore top Teton Westwood Mutual Fund Categories and Asset Classes
Teton Westwood Equity Mutual fundsTeton Westwood Bond Mutual fundsTeton Westwood Multi-Asset Mutual fundsTeton Westwood Small Cap Blend Equities Mutual fundsTeton Westwood Convertible Bonds Mutual fundsTeton Westwood Diversified Portfolio Mutual fundsTeton Westwood Large Cap Value Equities Mutual funds
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.
Loading charts...
5 Years
Best Teton Westwood Mutual funds by Risk/Return Score
The top Teton Westwood Mutual funds by PortfoliosLab Risk/Return Score are WESCX (94) and WEMMX (80).
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 | 94 | — | Apr 1997 | |
| TETON Westwood Mighty Mites Fund | 80 | — | May 1998 | |
| TETON Westwood Balanced Fund | 31 | — | Sep 1991 | |
| TETON Convertible Securities Fund | 31 | — | Sep 1997 | |
| TETON Westwood Equity Fund | 25 | — | Jan 1987 |
Best-Performing Teton Westwood Mutual funds Over 5 Years
The top Teton Westwood Mutual funds is WESCX (12.91%).
Across the lineup, Teton Westwood Mutual funds show an average 1-year return of 24.92% 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 | 12.91% | — | Apr 1997 | |
| TETON Westwood Mighty Mites Fund | 7.10% | — | May 1998 | |
| TETON Westwood Equity Fund | 5.83% | — | Jan 1987 | |
| TETON Westwood Balanced Fund | 4.49% | — | Sep 1991 | |
| TETON Convertible Securities Fund | 3.20% | — | Sep 1997 |
Lowest-Cost Teton Westwood Mutual funds
The top Teton Westwood Mutual funds is WESRX (1.15%).
With an average expense ratio of 1.37%, 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 Convertible Securities Fund | 1.15% | — | Sep 1997 | |
| TETON Westwood SmallCap Equity Fund | 1.25% | — | Apr 1997 | |
| TETON Westwood Balanced Fund | 1.41% | — | Sep 1991 | |
| TETON Westwood Mighty Mites Fund | 1.41% | — | May 1998 | |
| TETON Westwood Equity Fund | 1.64% | — | Jan 1987 |
Highest-Yield Teton Westwood Mutual funds
The top Teton Westwood Mutual funds is WEMMX (18.22%).
Across the lineup, Teton Westwood Mutual funds show an average dividend yield of 11.67%, 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 | 18.22% | — | May 1998 | |
| TETON Westwood Equity Fund | 13.68% | — | Jan 1987 | |
| TETON Westwood Balanced Fund | 13.63% | — | Sep 1991 | |
| TETON Convertible Securities Fund | 6.95% | — | Sep 1997 | |
| TETON Westwood SmallCap Equity Fund | 5.85% | — | Apr 1997 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.