WESCX Mutual Fund
WESCX Mutual Fund
Keeley Small Cap Fund Class AAA

WESCX Mutual Fund Overview
WESCX Mutual Fund (Keeley Small Cap Fund Class AAA) is managed by The Teton Westwood Funds with $152.6M in net assets. WESCX expense ratio is 1.25%, holding 89 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1997-04-15.
WESCX performance shows a YTD return of 28.45%. The 1-year return is 67.42% and the 5-year return is 13.68%. WESCX dividend yield stands at 5.46%, paid annually.
WESCX top holdings include Netscout Systems, Inc. (3.3%), Advanced Energy Industries Inc. (2.6%), Flowserve Corp. (2.6%), Aar Corp (2.5%), United States Treasury Bill 06/11/2026 2026-06-11 (2.5%). View all WESCX holdings, sector breakdown, or dividend history.
WESCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WESCX alternatives are available via the screener, along with tax-loss harvesting opportunities.