Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

TETON Westwood Balanced A (WEBCX)

9.73
+0.06
+(0.62%)
At close: April 11 at 8:02:21 PM EDT
Loading Chart for WEBCX
  • Previous Close 9.67
  • YTD Return -0.01%
  • Expense Ratio 1.39%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 34.78M
  • Beta (5Y Monthly) 0.96
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.05
  • Inception Date Sep 25, 2001

The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30% to 70% of its assets in equity securities and 70% to 30% in debt securities, and the balance of the fund's assets in cash or cash equivalents. It may also invest up to 25% of its total assets in foreign equity securities and in EDRs or ADRs.

Teton Westwood Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

34.78M

Net Assets

2001-09-25

Inception Date

Performance Overview: WEBCX

View More

Trailing returns as of 4/10/2025. Category is Allocation--50% to 70% Equity.

YTD Return

WEBCX
0.01%
Category
9.69%
 

1-Year Return

WEBCX
3.54%
Category
27.06%
 

3-Year Return

WEBCX
3.16%
Category
11.00%
 

5-Year Return

WEBCX
7.94%
Category
10.26%
 

People Also Watch

Holdings: WEBCX

View More

Sector Weightings

SectorWEBCX
Technology   23.18%
Industrials   10.70%
Healthcare   9.72%
Energy   4.70%
Utilities   4.39%
Real Estate   3.62%

Recent News: WEBCX

View More

Research Reports: WEBCX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.