WESCX Mutual Fund

WESCX Mutual Fund (Keeley Small Cap Fund Class AAA) is managed by The Teton Westwood Funds with $172.1M 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 28.85%. The 1-year return is 54.90% and the 5-year return is 13.03%. WESCX dividend yield stands at 5.82%, 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%), Treasury Bill Jun 11, 2026 (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.