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Teton Westwood Balanced Fund Class Institutional (0P000063XF)

US Funds

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10.620 +0.010 +0.09%

03/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.85M

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0P000063XF Holdings

Comprehensive information about top holdings and Key Holding Information for the TETON Westwood Balanced Fund Class Institutional (0P000063XF) fund. Our TETON Westwood Balanced Fund Class Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.680	0.680
Shares	67.690	67.690
Bonds	29.490	29.490
Convertible	0.760	0.760
Preferred	1.390	1.390

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.168	19.294
Price to Book	3.484	3.309
Price to Sales	2.410	2.301
Price to Cash Flow	14.079	12.514
Dividend Yield	1.771	1.898
5 Years Earnings Growth	9.598	10.758

Sector Allocation

Name	Net %	Category Average
Technology	28.230	24.720
Financial Services	17.310	15.736
Healthcare	11.580	12.286
Industrials	10.550	10.260
Consumer Cyclical	9.740	10.072
Consumer Defensive	6.830	5.987
Energy	5.920	4.824
Utilities	3.260	3.229
Real Estate	3.210	3.209
Communication Services	1.840	7.719
Basic Materials	1.540	3.143

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 100

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.50	517.35	+0.31%
Apple	US0378331005	4.39	258.02	+0.35%
AP Moller-Maersk 4.5%	-	2.29	-	-
NVIDIA	US67066G1040	2.05	187.62	-0.67%
CVS Health Corp 3.25%	-	1.94	-	-
J&J	US4781601046	1.84	188.64	+1.43%
Amazon.com	US0231351067	1.83	219.51	-1.30%
Abbott Labs	US0028241000	1.75	134.59	+1.20%
UnitedHealth	US91324P1021	1.64	360.20	+1.83%
JPMorgan	US46625H1005	1.55	310.03	+0.81%

Top Equity Funds by Teton Westwood Funds

Name	Total Assets	YTD%	3Y%	10Y%
TETON Westwood Mighty Mites I	77.43M	4.37	0.26	6.23
TETON Westwood Mighty Mites AAA	62.56M	10.53	3.66	6.92
TETON Westwood Mighty Mites A	54.51M	10.53	3.66	6.76
TETON Westwood SmallCap Equity Funi	53.54M	10.71	4.23	10.01
TETON Westwood Balanced Fund Clasa	26.29M	14.54	4.38	6.30

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