Teton Westwood Equity Fund Quote
| WEEIX Fund | USD 11.52 0.07 0.60% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Teton Westwood is trading at 11.52 as of the 4th of December 2024; that is 0.6 percent decrease since the beginning of the trading day. The fund's open price was 11.59. Teton Westwood has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Teton Westwood Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of 1 billion or more and have been operating for at least three years. More on Teton Westwood Equity
Moving together with Teton Mutual Fund
Teton Mutual Fund Highlights
| Fund Concentration | Teton Westwood Funds, Large Value Funds, Large Value, Teton Westwood Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Teton Westwood Equity [WEEIX] is traded in USA and was established 4th of December 2024. Teton Westwood is listed under Teton Westwood Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Teton Westwood Funds family. This fund at this time has accumulated 61.36 M in net assets with no minimum investment requirementsTeton Westwood Equity is currently producing year-to-date (YTD) return of 17.16% with the current yeild of 0.01%, while the total return for the last 3 years was 6.8%.
Check Teton Westwood Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Teton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Teton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Teton Westwood Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Teton Westwood Equity Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| MU | Micron Technology | Stock | Information Technology | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| PSA | Public Storage | Stock | Real Estate | |
| DIS | Walt Disney | Stock | Communication Services | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Teton Westwood Equity Risk Profiles
| Mean Deviation | 0.6693 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 | |||
| Risk Adjusted Performance | (0.03) |
Teton Westwood Against Markets
Other Information on Investing in Teton Mutual Fund
Teton Westwood financial ratios help investors to determine whether Teton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Teton with respect to the benefits of owning Teton Westwood security.
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