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Teton Westwood Balanced Fund Class A (WEBCX)

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10.240 +0.070    +0.69%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.77M
Type:  Fund
Market:  United States
Issuer:  Teton Westwood Funds
Asset Class:  Equity
TETON Westwood Balanced Fund Class A 10.240 +0.070 +0.69%

WEBCX Overview

 
Find basic information about the Teton Westwood Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WEBCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.54%
Prev. Close10.17
Risk Rating
TTM Yield0.99%
ROE26.71%
IssuerTeton Westwood Funds
Turnover36%
ROA12.13%
Inception DateApr 06, 1993
Total Assets4.77M
Expenses1.39%
Min. Investment1,000
Market Cap179.57B
CategoryAllocation - - 50% to 70% Equity
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Teton Westwood Balanced Fund Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1146 1035 1186 1138 1334 1814
Fund Return 14.57% 3.47% 18.65% 4.41% 5.93% 6.14%
Place in category 308 292 421 379 548 328
% in Category 44 45 57 56 86 68

Top Equity Funds by Teton Westwood Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  TETON Westwood Mighty Mites I 98.88M 2.59 0.62 6.27
  TETON Westwood Mighty Mites AAA 65.27M 10.53 3.66 6.92
  TETON Westwood Mighty Mites A 57.79M 10.53 3.66 6.76
  TETON Westwood SmallCap Equity Funi 37.62M 10.71 4.23 10.01
  TETON Westwood Balanced Fund Clasa 27.97M 14.54 4.38 6.30

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 111.1B 16.59 6.58 8.25
  Vanguard Wellington Admiral 102.03B 17.05 6.03 8.62
  American Funds American Balanced R6 56.02B 16.91 6.91 8.59
  Vanguard Balanced Index Adm 47.65B 17.54 5.48 8.44
  Fidelity Advisor Balanced C 42.26B 17.61 5.60 8.63

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 4.00 439.33 +0.94%
United States Treasury Notes 3.875% - 3.01 - -
AP Moller-Maersk 4.5% - 2.30 - -
  UnitedHealth US91324P1021 2.15 506.10 -0.05%
  JPMorgan US46625H1005 2.03 242.31 +1.64%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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