Teton Westwood Equity Fund Quote

WESWX Fund  USD 10.94  0.03  0.27%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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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

  0.99WEBCX Teton Westwood BalancedPairCorr
  0.91WEBAX Teton Westwood BalancedPairCorr
  1.0WEECX Teton Westwood EquityPairCorr
  1.0WEEIX Teton Westwood EquityPairCorr
  0.82WEICX Teton Vertible SecuritiesPairCorr
  0.83WEIAX Teton Vertible SecuritiesPairCorr

Teton Mutual Fund Highlights

Fund ConcentrationTeton Westwood Funds, Large Value Funds, Large Value, Teton Westwood Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
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

TATT IncStockCommunication Services
HONHoneywell InternationalStockIndustrials
EFXEquifaxStockIndustrials
GISGeneral MillsStockConsumer Staples
WMTWalmartStockConsumer Staples
PSAPublic StorageStockReal Estate
HDHome DepotStockConsumer Discretionary
JPMJPMorgan Chase CoStockFinancials
More Details

Teton Westwood Equity Risk Profiles

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.
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