WESWX Mutual Fund
WESWX Mutual Fund
TETON Westwood Equity Fund Class AAA
WESWX Mutual Fund Overview
WESWX Mutual Fund (TETON Westwood Equity Fund Class AAA) is managed by The Teton Westwood Funds with $36.9M in net assets. WESWX expense ratio is 1.68%, holding 53 positions across sectors including Financials, Information Technology, Unknown. Inception date: 1987-01-02.
WESWX performance shows a YTD return of 5.47%. The 1-year return is 8.40% and the 5-year return is 4.28%. WESWX dividend yield stands at 13.98%, paid annually.
WESWX 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 WESWX holdings, sector breakdown, or dividend history.
WESWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WESWX alternatives are available via the screener, along with tax-loss harvesting opportunities.