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Morningstar

TETON Westwood Balanced AAA WEBAX

Morningstar Analyst Rating
Quantitative rating as of | See Gamco Investment Hub
  • NAV / 1-Day Return 9.73  /  0.52 %
  • Total Assets 42.3 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.69%
  • Turnover 46%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis WEBAX

Will WEBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WEBAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WEBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WEBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A middling People rating and a subpar Parent Pillar limit TETON Westwood Balanced AAA to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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