TETON Westwood Balanced A (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 MoreTrailing returns as of 4/10/2025. Category is Allocation--50% to 70% Equity.