| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
5
1
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#21 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 36.05 percent over the past year, 15.45 percent over the past three years, 10.69 percent over the past five years, and 11.45 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.0% |
| 1 Year | 36.0% |
| 3 Years (Annualized) | 15.5% |
| 5 Years (Annualized) | 10.7% |
| 10 Years (Annualized) | 11.5% |
Summary
The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of smaller companies with a market capitalization of $500 million or less at the time of purchase. It focuses on micro-cap companies which appear to be underpriced relative to their "private market value." Private market value is the value which the Adviser believes informed investors would be willing to pay to acquire a company. The fund may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs"). It may also invest in foreign debt securities.
Fees
Fees are High compared to funds in the same category.
TETON Westwood Mighty Mites Fund has an expense ratio of 1.69 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
