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 4.07%. The 1-year return is 8.90% and the 5-year return is 3.64%. WBBIX dividend yield stands at 13.98%, 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%). View all WBBIX holdings, sector breakdown, or dividend history.

WBBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WBBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.