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Teton Westwood Balanced Fund Class Institutional (0P000063XF)

US Funds

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10.120 +0.060 +0.60%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.08M

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Teton Westwood Balanced Fund Class Institutional 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. (ISIN: US88166L8688)

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Technical Chart

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Rating

1-Year Change3.58%

Prev. Close10.06

Risk Rating

TTM Yield1.46%

ROE29.04%

IssuerN/A

Turnover18%

ROA12.82%

Inception DateJan 11, 2008

Total Assets3.08M

Expenses1.11%

Min. Investment500,000

Market Cap205.81B

CategoryAllocation - - 50% to 70% Equity

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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	Total Assets	YTD%	3Y%	10Y%
TETON Westwood Mighty Mites I	98.97M	2.59	0.62	6.27
TETON Westwood Mighty Mites AAA	65.77M	10.53	3.66	6.92
TETON Westwood Mighty Mites A	58.23M	10.53	3.66	6.76
TETON Westwood SmallCap Equity Funi	37.73M	10.71	4.23	10.01
TETON Westwood Balanced Fund Clasa	28.14M	14.54	4.38	6.30

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

Name	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 Advisor Balanced Fund Clas	42.26B	18.85	6.81	9.87

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	TETON Westwood Ba.	10.120	+0.060	+0.60%