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    TETON Westwood Balanced AAA (WEBAX)

    12.32 Up 0.02(0.16%) Dec 26
    Prev Close:12.30
    YTD Return*:7.60%
    Net Assets*:77.11M
    Yield*:1.06%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WEBAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.0222.40
    TGT2.0018.49
    JPM2.007.11
    FHLMC 3.75%1.9417.64
    DOX1.8610.60

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:77.11M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.29%

    Performance & Risk

    YTD Return:7.60%
    5y Avg Return:9.20%
    Rank in Category (ytd):39
    % Rank in Category (ytd):4.48%
    Beta (3y):0.93
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide capital appreciation and current income consistent with prudent investment risk and a balanced investment approach. 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 the fund's 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. View More
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