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WESCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$23.22
Change
-$0.33 (-1.40%)
Net Assets
62.19M

WESCX TETON Westwood SmallCap Equity AAA Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lumentum Holdings (NASDAQ:LITE).

Industry description

The investment seeks to provide long term capital appreciation. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

Market Cap

The average market capitalization across the TETON Westwood SmallCap Equity AAA MF is 6.12B. The market cap for tickers in the group ranges from 864.86M to 21.19B. ENTG holds the highest valuation in this group at 21.19B. The lowest valued company is ETD at 864.86M.

Volume

The average weekly volume growth across all stocks in the TETON Westwood SmallCap Equity AAA MF was -7%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 51
Price Growth Rating: 51
SMR Rating: 73
Profit Risk Rating: 53
Seasonality Score: 42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Teton Westwood FundsOne Corporate CenterRye
Phone
N/A
Web
www.gabelli.com
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WESCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WESCX has been closely correlated with FTHFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WESCX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WESCX
1D Price
Change %
WESCX100%
-1.40%
FTHFX - WESCX
95%
Closely correlated
-1.47%
NAESX - WESCX
83%
Closely correlated
-1.13%
VSCIX - WESCX
83%
Closely correlated
-1.13%
VSMAX - WESCX
82%
Closely correlated
-1.13%
FSSNX - WESCX
65%
Loosely correlated
-1.18%
More