Teton Vertible Securities Fund Quote
| WESRX Fund | USD 13.22 0.14 1.07% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Teton Convertible is trading at 13.22 as of the 22nd of November 2024; that is 1.07% up since the beginning of the trading day. The fund's open price was 13.08. Teton Convertible has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Teton Vertible Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in convertible securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of any market capitalization or credit quality, and may from time to time invest a significant amount of its assets in securities of smaller companies. More on Teton Vertible Securities
Moving together with Teton Mutual Fund
Teton Mutual Fund Highlights
| Fund Concentration | Teton Westwood Funds, Convertibles Funds, Convertibles, Teton Westwood Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Teton Vertible Securities [WESRX] is traded in USA and was established 22nd of November 2024. Teton Convertible is listed under Teton Westwood Funds category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Teton Westwood Funds family. This fund at this time has accumulated 24.62 M in net assets with no minimum investment requirementsTeton Vertible Securities is currently producing year-to-date (YTD) return of 11.75% with the current yeild of 0.02%, while the total return for the last 3 years was -4.29%.
Check Teton Convertible 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 Vertible Securities 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 Vertible Securities Mutual Fund Constituents
| SWP | SWP Growth Income | Etf | Tools & Accessories |
Teton Vertible Securities Risk Profiles
| Mean Deviation | 0.4408 | |||
| Semi Deviation | 0.2088 | |||
| Standard Deviation | 0.5767 | |||
| Variance | 0.3326 |
Teton Convertible Against Markets
Other Information on Investing in Teton Mutual Fund
Teton Convertible 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 Convertible security.
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