WESWX : TETON Westwood Equity Fund Class AAA

WESWX is a US Stocks Market Large Blend with HIGH fees.

WESWX

TETON Westwood Equity Fund Class AAA

FI Score

21 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

21% FI Score
  • weswx
  • Mutual Fund
  • US Stocks
  • Large Blend

TETON Westwood Equity Fund Class AAA

Expenses: 1.64% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) 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. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

Largest Holdings

Amount Holding
3.46% JPMorgan Chase & Co
3.34% Johnson & Johnson
3.32% Alphabet Inc A
3.31% CVS Health Corp
3.10% Wells Fargo & Co
2.98% Honeywell International Inc
2.90% Becton, Dickinson and Co
2.73% Medtronic PLC
2.66% Microsoft Corp
2.55% Abbott Laboratories
2.45% Equifax Inc
2.45% AT&T Inc
2.36% Chevron Corp
2.33% UnitedHealth Group Inc
2.30% L3Harris Technologies Inc
2.24% Union Pacific Corp
2.17% Northrop Grumman Corp
2.16% NextEra Energy Inc
2.14% Assurant Inc
2.13% Charles Schwab Corp
2.12% CACI International Inc Class A
2.08% Motorola Solutions Inc
2.06% PepsiCo Inc
2.05% Liberty Broadband Corp C
2.05% The Home Depot Inc

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