WESRX Mutual Fund (TETON Convertible Securities Fund Class AAA) is managed by The Teton Westwood Funds with $4.2M in net assets. WESRX expense ratio is 1.16%, holding 74 positions across sectors including Other, Information Technology, Industrials. Inception date: 1997-09-30.

WESRX performance shows a YTD return of 8.99%. The 1-year return is 30.70% and the 5-year return is 2.49%. WESRX dividend yield stands at 6.56%, paid quarterly.

WESRX 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 WESRX holdings, sector breakdown, or dividend history.

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