WESCX Mutual Fund

WESCX Mutual Fund (Keeley Small Cap Fund Class AAA) is managed by The Teton Westwood Funds with $159.2M 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 25.84%. The 1-year return is 39.08% and the 5-year return is 12.06%. WESCX dividend yield stands at 5.96%, paid annually.

WESCX top holdings include Anterix Inc (3.5%), Mks Instruments Inc (3.0%), Netscout Systems, Inc. (3.0%), Myr Group Inc/de (2.7%), Cohu Inc (2.5%). Go to all WESCX holdings, WESCX sectors, or WESCX dividends.

WESCX can be compared against other funds. Use WESCX overlap to find shared positions, or WESCX vs another fund for a side-by-side view. WESCX alternatives are available via the screener, along with tax-loss harvesting opportunities.