Teton Westwood Balanced Fund Quote
| WBBIX Fund | USD 10.99 0.04 0.37% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Teton Westwood is trading at 10.99 as of the 25th of November 2024; that is 0.37 percent increase since the beginning of the trading day. The fund's open price was 10.95. Teton Westwood has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Teton Westwood Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
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 percent to 70 percent of its assets in equity securities and 70 percent to 30 percent in debt securities, and the balance of the funds assets in cash or cash equivalents. More on Teton Westwood Balanced
Moving together with Teton Mutual Fund
Teton Mutual Fund Highlights
| Fund Concentration | Teton Westwood Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Teton Westwood Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Teton Westwood Balanced [WBBIX] is traded in USA and was established 25th of November 2024. Teton Westwood is listed under Teton Westwood Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Teton Westwood Funds family. This fund at this time has accumulated 62.61 M in net assets with no minimum investment requirementsTeton Westwood Balanced is currently producing year-to-date (YTD) return of 12.37% with the current yeild of 0.01%, while the total return for the last 3 years was 3.1%.
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 Balanced 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 Balanced Mutual Fund Constituents
| CVS | CVS Health Corp | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CHD | Church Dwight | Stock | Consumer Staples |
Teton Westwood Balanced Risk Profiles
| Mean Deviation | 0.3456 | |||
| Semi Deviation | 0.3257 | |||
| Standard Deviation | 0.4618 | |||
| Variance | 0.2132 |
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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