WBBIX Mutual Fund
WBBIX Mutual Fund
WBBIX Mutual Fund
TETON Westwood Balanced Fund Class I
WBBIX Mutual Fund Overview
WBBIX Mutual Fund (TETON Westwood Balanced Fund Class I) is managed by The Teton Westwood Funds with $3.1M in net assets. WBBIX expense ratio is 1.18%, holding 108 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2008-01-11.
WBBIX performance shows a YTD return of 5.21%. The 1-year return is 8.81% and the 5-year return is 4.87%. WBBIX dividend yield stands at 13.83%, paid quarterly.
WBBIX top holdings include Amazon.Com Inc (3.6%), Nvidia Corp. (3.5%), Nextera Energy Inc. (1.6%), Deere & Co Sedol 2261203 (1.6%), Csx Corp. (1.5%). Go to all WBBIX holdings, WBBIX sectors, or WBBIX dividends.
WBBIX can be compared against other funds. Use WBBIX overlap to find shared positions, or WBBIX vs another fund for a side-by-side view. WBBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.