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Teton Westwood Balanced Fund Class Institutional (0P000063XF)

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10.120 +0.060    +0.60%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Teton Westwood Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.06M
TETON Westwood Balanced Fund Class Institutional 10.120 +0.060 +0.60%

0P000063XF Overview

 
Find basic information about the Teton Westwood Balanced Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000063XF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.29%
Prev. Close10.06
Risk Rating
TTM Yield1.46%
ROE29.04%
IssuerTeton Westwood Funds
Turnover18%
ROA12.82%
Inception DateJan 11, 2008
Total Assets3.06M
Expenses1.11%
Min. Investment500,000
Market Cap205.81B
CategoryAllocation - - 50% to 70% Equity
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Teton Westwood Balanced Fund Class Institutional Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1102 1009 1213 1086 1327 1842
Fund Return 10.2% 0.88% 21.25% 2.78% 5.82% 6.3%
Place in category 401 655 549 372 531 278
% in Category 52 87 72 55 83 57

Top Equity Funds by Teton Westwood Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  TETON Westwood Mighty Mites I 98.88M 2.59 0.62 6.27
  TETON Westwood Mighty Mites AAA 65.27M 10.53 3.66 6.92
  TETON Westwood Mighty Mites A 57.79M 10.53 3.66 6.76
  TETON Westwood SmallCap Equity Funi 37.62M 10.71 4.23 10.01
  TETON Westwood Balanced Fund Clasa 27.97M 14.54 4.38 6.30

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 111.1B 16.59 6.58 8.25
  Vanguard Wellington Admiral 102.03B 17.05 6.03 8.62
  American Funds American Balanced R6 56.02B 16.91 6.91 8.59
  Vanguard Balanced Index Adm 47.65B 17.54 5.48 8.44
  Fidelity Balanced K 42.26B 18.84 6.85 9.90

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 4.50 439.33 +0.94%
  Apple US0378331005 4.39 258.20 +1.15%
AP Moller-Maersk 4.5% - 2.29 - -
  NVIDIA US67066G1040 2.05 140.22 +0.39%
CVS Health Corp 3.25% - 1.94 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Sell
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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