TETON Westwood Balanced AAA (WEBAX)
* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Reports available for WEBAX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||3.60%|
|Rank in Category (ytd):||35|
|% Rank in Category (ytd):||3.43%|
|Morningstar Risk Rating:||2|
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