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 $3.0M in net assets. WBBIX expense ratio is 1.18%, holding 100 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2008-01-11.
WBBIX performance shows a YTD return of 6.11%. The 1-year return is 8.60% and the 5-year return is 4.76%. WBBIX dividend yield stands at 13.71%, paid quarterly.
WBBIX top holdings include Amazon.Com Inc (4.0%), Nvidia Corp (4.0%), Apple, Inc (3.1%), Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (2.5%), Alphabet Inc,class A (1.9%). 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.