Teton Westwood Balanced Fund Quote
| WEBAX Fund | USD 10.03 0.01 0.1% |
PerformanceVery Weak
| Odds Of DistressLow
|
Teton Westwood is trading at 10.03 as of the 21st of March 2025; that is 0.1% down since the beginning of the trading day. The fund's open price was 10.04. Teton Westwood has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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 percent to 70 percent of its assets in equity securities and 70 percent to 30 percent in debt securities, and the balance of the funds assets in cash or cash equivalents. More on Teton Westwood Balanced
Moving together with Teton Mutual Fund
Teton Mutual Fund Highlights
| Fund Concentration | Teton Westwood Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Teton Westwood Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Teton Westwood Balanced [WEBAX] is traded in USA and was established 21st of March 2025. Teton Westwood is listed under Teton Westwood Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Teton Westwood Funds family. This fund at this time has accumulated 38.67 M in net assets with no minimum investment requirementsTeton Westwood Balanced is currently producing year-to-date (YTD) return of 1.0% with the current yeild of 0.01%, while the total return for the last 3 years was 4.23%.
Check Teton Westwood Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Teton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Teton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Teton Westwood Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Teton Westwood Balanced Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CVX | Chevron Corp | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| WFC | Wells Fargo | Stock | Financials |
Teton Westwood Balanced Risk Profiles
| Mean Deviation | 0.4437 | |||
| Standard Deviation | 0.5812 | |||
| Variance | 0.3378 | |||
| Risk Adjusted Performance | (0.09) |
Teton Westwood Against Markets
Other Information on Investing in Teton Mutual Fund
Teton Westwood financial ratios help investors to determine whether Teton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Teton with respect to the benefits of owning Teton Westwood security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |