WESIX Mutual Fund (TETON Convertible Securities Fund Class I) is managed by The Teton Westwood Funds with $5.9M in net assets. WESIX expense ratio is 0.91%, holding 74 positions across sectors including Other, Information Technology, Industrials. Inception date: 2008-01-11.

WESIX performance shows a YTD return of 9.03%. The 1-year return is 31.04% and the 5-year return is 2.75%. WESIX dividend yield stands at 6.78%, paid quarterly.

WESIX top holdings include Ppl Capital Funding Inc Conv. Note (4.1%), Bridgebio Pharma I 1.75% Mar 01, 2031 1.75 2031-03-01 (3.0%), Hewlett Packard Enterprise Co (2.8%), Digital Realty Trust Lp 144A 1.88% Nov 15, 2029 (2.8%), Microchip Technology Inc. (2.5%). View all WESIX holdings, sector breakdown, or dividend history.

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