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.
- NAV / 1-Day Return 9.73 / 0.52 %
- Total Assets 42.3 Mil
-
Adj. Expense Ratio
- 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%
Morningstar’s Analysis WEBAX
Will WEBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.