WEBAX Mutual Fund
WEBAX Mutual Fund
WEBAX Mutual Fund
TETON Westwood Balanced Fund Class AAA
WEBAX Mutual Fund Overview
WEBAX Mutual Fund (TETON Westwood Balanced Fund Class AAA) is managed by The Teton Westwood Funds with $22.7M in net assets. WEBAX expense ratio is 1.43%, holding 100 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1991-10-01.
WEBAX performance shows a YTD return of 5.93%. The 1-year return is 8.29% and the 5-year return is 4.49%. WEBAX dividend yield stands at 13.45%, paid quarterly.
WEBAX 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 WEBAX holdings, WEBAX sectors, or WEBAX dividends.
WEBAX can be compared against other funds. Use WEBAX overlap to find shared positions, or WEBAX vs another fund for a side-by-side view. WEBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.