TETON Westwood Balanced A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
TETON Westwood Balanced Fund Class A WEBCX
- NAV / 1-Day Return 9.82 / −1.21 %
- Total Assets 30.5M
-
Adj. Expense Ratio
1.430%
- Expense Ratio 1.430%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.06%
- Turnover 77%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0
Morningstar’s Analysis WEBCX
Will WEBCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WEBCX 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 WEBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 3.58 | 1M | Consumer Cyclical |
NVIDIA Corp | 3.57 | 1M | Technology |
NextEra Energy Inc | 1.62 | 485,762 | Utilities |
Deere & Co | 1.60 | 479,368 | Industrials |
CSX Corp | 1.55 | 463,865 | Industrials |
Johnson & Johnson | 1.54 | 462,969 | Healthcare |
Thermo Fisher Scientific Inc | 1.53 | 459,089 | Healthcare |
Berkshire Hathaway Inc Class B | 1.52 | 454,761 | Financial Services |
RB Global Inc | 1.48 | 444,840 | Industrials |
Alphabet Inc Class A | 1.44 | 432,778 | Communication Services |
United States