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 $23.4M in net assets. WEBAX expense ratio is 1.43%, holding 108 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1991-10-01.
WEBAX performance shows a YTD return of 3.94%. The 1-year return is 8.61% and the 5-year return is 3.39%. WEBAX dividend yield stands at 13.71%, paid quarterly.
WEBAX 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 WEBAX holdings, sector breakdown, or dividend history.
WEBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WEBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.