About WEBAX
Teton Westwood Balanced Fund Class AAA is a mutual fund designed to offer investors a blend of capital appreciation and current income through a diversified portfolio of equity and debt securities. As a member of the moderate allocation category, this fund typically allocates between 30% to 70% of its assets to equities and the remainder to fixed income instruments, including investment-grade corporate and government bonds. The fund emphasizes investments in large capitalization companies, aiming for lower volatility compared to fully equity-oriented portfolios while seeking competitive total returns.
Key holdings often span leading technology, healthcare, financial services, and consumer sectors, with notable positions in companies such as Microsoft, Apple, and Johnson & Johnson. The fund maintains a prudent risk approach, balancing growth potential with capital preservation. Its structure targets investors looking for a single-fund solution that combines growth prospects with income generation, making it a core option within diversified portfolios. The fund’s approach to risk management and strategic asset allocation is central to its role in providing steady, long-term returns within the mutual fund landscape.
Fund Family Teton Westwood Funds
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WEBAX
Share Class Class Aaa
Index Bloomberg U.S. Government/Credit Bond TR
WEBAX had a total return of 5.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.80%.
