WESWX Mutual Fund

WESWX Mutual Fund (TETON Westwood Equity Fund Class AAA) is managed by The Teton Westwood Funds with $37.0M in net assets. WESWX expense ratio is 1.68%, holding 53 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1987-01-02.

WESWX performance shows a YTD return of 8.22%. The 1-year return is 9.93% and the 5-year return is 5.98%. WESWX dividend yield stands at 13.51%, paid annually.

WESWX top holdings include Apple, Inc (5.2%), Amazon.Com Inc (5.1%), Alphabet Inc,class A (3.1%), Microsoft Corp (3.1%), Deere & Co Sedol 2261203 (2.6%). Go to all WESWX holdings, WESWX sectors, or WESWX dividends.

WESWX can be compared against other funds. Use WESWX overlap to find shared positions, or WESWX vs another fund for a side-by-side view. WESWX alternatives are available via the screener, along with tax-loss harvesting opportunities.