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Teton Westwood Balanced Fund Class Institutional (0P000063XF)

US Funds

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10.490 -0.060 -0.57%

29/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.83M

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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	19.145
Price to Book	3.484	3.303
Price to Sales	2.410	2.281
Price to Cash Flow	14.079	12.467
Dividend Yield	1.771	1.918
5 Years Earnings Growth	9.598	10.729

Sector Allocation

Name	Net %	Category Average
Technology	28.230	24.642
Financial Services	17.310	15.710
Healthcare	11.580	12.378
Industrials	10.550	10.298
Consumer Cyclical	9.740	10.037
Consumer Defensive	6.830	6.008
Energy	5.920	4.876
Utilities	3.260	3.248
Real Estate	3.210	3.339
Communication Services	1.840	7.605
Basic Materials	1.540	3.134

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	506.69	-0.58%
Apple	US0378331005	4.39	232.14	-0.18%
AP Moller-Maersk 4.5%	-	2.29	-	-
NVIDIA	US67066G1040	2.05	174.18	-3.32%
CVS Health Corp 3.25%	-	1.94	-	-
J&J	US4781601046	1.84	177.17	+0.98%
Amazon.com	US0231351067	1.83	229.00	-1.12%
Abbott Labs	US0028241000	1.75	132.66	+0.98%
UnitedHealth	US91324P1021	1.64	309.87	+2.51%
JPMorgan	US46625H1005	1.55	301.42	+0.12%

Top Equity Funds by Teton Westwood Funds

Name	Total Assets	YTD%	3Y%	10Y%
TETON Westwood Mighty Mites I	79.36M	4.37	0.26	6.23
TETON Westwood Mighty Mites AAA	62.94M	10.53	3.66	6.92
TETON Westwood Mighty Mites A	54.88M	10.53	3.66	6.76
TETON Westwood SmallCap Equity Funi	52.1M	10.71	4.23	10.01
TETON Westwood Balanced Fund Clasa	26.02M	14.54	4.38	6.30

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Recent Quotes

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