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TETON Westwood Equity AAA (WESWX)

14.27 Up 0.07(0.49%) Nov 21
Prev Close:14.20
YTD Return*:8.69%
Net Assets*:69.35M
Yield*:0.30%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for WESWX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WFC3.5919.76
TWX3.1819.22
JNJ3.1619.58
TGT3.03-0.47
JPM3.026.77

Fund Basics

Morningstar Overall Rating:
Total Assets:69.35M
Category:Large Value
Annual Report Expense Ratio (net):1.62%

Performance & Risk

YTD Return:8.69%
5y Avg Return:13.97%
Rank in Category (ytd):43
% Rank in Category (ytd):3.31%
Beta (3y):1.04
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs"), including in emerging markets. View More
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