Teton Westwood Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return1.73-5.5420.3115.483.30
    Category Average4.37-4.8219.0312.866.76
    Assets for Each Yr*1.571.241.341.571.64
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.30 10.99 8.93

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,636 mil $1,000 19.07 80.93
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 94.46 1.56 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 0.43 1.15 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Aerojet Rocketdyne Holdings Inc* Industrials 14.90 2.02
    Astec Industries Inc* Industrials -19.57 1.08
    Shenandoah Telecommunications Co* Communication Services 10.80 0.93
    Steel Partners Holdings LP* Industrials -12.79 0.73
    Tredegar Corp* Industrials 14.43 0.61
    Farmers & Merchants Bank of Long* Financial Services 5.23 0.58
    Beasley Broadcast Group Inc Clas* Consumer Cyclical -49.25 0.52
    Reading International Inc* Consumer Cyclical -2.63 0.45
    Churchill Downs Inc* Consumer Cyclical 19.88 0.43
    Strattec Security Corp* Consumer Cyclical -14.97 0.42
    Cantel Medical Corp* Healthcare -6.27 0.37
    The Middleby Corp* Industrials -14.12 0.35
    Lydall Inc* Consumer Cyclical -10.94 0.34
    Ampco-Pittsburgh Corp* Industrials -39.52 0.30
    Cohen & Steers Inc* Financial Services -8.92 0.29
    Rush Enterprises Inc Class B* Consumer Cyclical -9.35 0.27
    HC2 Holdings Inc* Communication Services 5.21 0.24
    AT&T Inc* Communication Services -11.19 0.23
    JPMorgan Chase & Co* Financial Services 8.89 0.23
    MYR Group Inc* Industrials -2.60 0.23

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    TETON Westwood Might Mario J. Gabelli 8.60
    TETON Westwood Balan Mark R. Freeman 6.00
    TETON Westwood Equit Mark R. Freeman 6.00
    TETON Westwood Small Nicholas F. Gallucci 5.30
    TETON Convertible Se James Dinsmore 1.90

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    TETON Westwood Inter Wayne C. Plewniak 1.00
    TETON Westwood Mid-C Nicholas F. Gallucci 1.60
    TETON Convertible Se James Dinsmore 1.90
    TETON Westwood Small Nicholas F. Gallucci 5.30
    TETON Westwood Balan Mark R. Freeman 6.00