Teton Westwood Equity Fund Quote
| WESWX Fund | USD 10.94 0.03 0.27% |
PerformanceVery Weak
| Odds Of DistressLow
|
Teton Westwood is trading at 10.94 as of the 20th of March 2025; that is 0.27% down since the beginning of the trading day. The fund's open price was 10.97. 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its 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. More on Teton Westwood Equity
Moving together with Teton Mutual Fund
Teton Mutual Fund Highlights
| Fund Concentration | Teton Westwood Funds, Large Value Funds, Large Value, 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 Equity [WESWX] is traded in USA and was established 20th of March 2025. Teton Westwood is listed under Teton Westwood Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Teton Westwood Funds family. This fund at this time has accumulated 45.11 M in net assets with no minimum investment requirementsTeton Westwood Equity is currently producing year-to-date (YTD) return of 1.45% with the current yeild of 0.0%, while the total return for the last 3 years was 4.58%.
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 Equity 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 Equity Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| HON | Honeywell International | Stock | Industrials | |
| EFX | Equifax | Stock | Industrials | |
| GIS | General Mills | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| PSA | Public Storage | Stock | Real Estate | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Teton Westwood Equity Risk Profiles
| Mean Deviation | 0.6462 | |||
| Standard Deviation | 0.8044 | |||
| Variance | 0.647 | |||
| Risk Adjusted Performance | (0.06) |
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.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| 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 |