WEEIX Mutual Fund
WEEIX Mutual Fund
TETON Westwood Equity Fund Class I
WEEIX Mutual Fund Overview
WEEIX Mutual Fund (TETON Westwood Equity Fund Class I) is managed by The Teton Westwood Funds with $1.4M in net assets. WEEIX expense ratio is 1.43%, holding 53 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2008-01-11.
WEEIX performance shows a YTD return of 5.60%. The 1-year return is 8.68% and the 5-year return is 4.55%. WEEIX dividend yield stands at 13.96%, paid annually.
WEEIX top holdings include Amazon.Com Inc (3.0%), Nextera Energy Inc (2.7%), Berkshire Hathaway, Inc. (2.5%), Thermo Fisher Scientific Inc (2.5%), Rb Global Inc (Rba) (2.5%). View all WEEIX holdings, sector breakdown, or dividend history.
WEEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WEEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.