WEBCX : TETON Westwood Balanced Fund Class A

WEBCX is a Allocation Market All-In-One with HIGH fees.

WEBCX

TETON Westwood Balanced Fund Class A

FI Score

15 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

15% FI Score
  • webcx
  • Mutual Fund
  • Allocation
  • All-In-One

TETON Westwood Balanced Fund Class A

Expenses: 1.62% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

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 its 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.

Largest Holdings

Amount Holding
2.57% United States Treasury Bonds 2.5%
2.45% Federal National Mortgage Association 2.62%
2.30% United States Treasury Bonds 2.5%
2.29% JPMorgan Chase & Co
2.17% United States Treasury Notes 2.25%
2.09% Johnson & Johnson
2.04% Wells Fargo & Co
1.93% Alphabet Inc A
1.93% CVS Health Corp
1.82% AP Moller-Maersk 4.5%
1.75% Honeywell International Inc
1.61% Becton, Dickinson and Co
1.60% United States Treasury Bonds 2.25%
1.60% CVS Health Corp 3.25%
1.55% United States Treasury Notes 2.25%
1.51% AT&T Inc
1.46% Fifth Third Bancorp 2.38%
1.41% Charles Schwab Corp
1.41% Church & Dwight Co Inc
1.40% Chevron Corp
1.35% United States Treasury Bonds 2.75%
1.35% Medtronic PLC
1.32% L3Harris Technologies Inc
1.31% The Walt Disney Co
1.31% Colgate-Palmolive Co

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