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    TETON Westwood Balanced AAA (WEBAX)

    11.57 Up 0.03(0.26%) May 27
    Prev Close:11.54
    YTD Return*:2.15%
    Net Assets*:70.20M
    Yield*:1.05%

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for WEBAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.41N/A
    FHLMC 3.75%2.33N/A
    JPM2.31N/A
    JNJ2.18N/A
    BAC2.14N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:70.2M
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):1.31%

    Performance & Risk

    YTD Return:2.15%
    5y Avg Return:6.30%
    Rank in Category (ytd):38
    % Rank in Category (ytd):3.98%
    Beta (3y):0.89
    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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