TETON Westwood Balanced AAA (WEBAX)
| Prev Close: | 12.84 |
|---|
| YTD Return*: | 6.39% |
|---|
| Net Assets*: | 88.58M |
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| Yield*: | 1.31% |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Reports
- No Reports available for WEBAX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| JNJ | 2.00 | 17.75 |
| FHLMC 3.75% | 1.97 | -3.57 |
| FNMA 5% | 1.88 | 7.98 |
| MSFT | 1.79 | 11.99 |
| GM | 1.79 | 3.89 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 88.58M |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 1.30% |
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Performance & Risk
| YTD Return: | 6.39% |
| 5y Avg Return: | 3.60% |
| Rank in Category (ytd): | 35 |
| % Rank in Category (ytd): | 3.43% |
| Beta (3y): | 1.06 |
| 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.
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