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TETON Westwood Equity AAA (WESWX) Fund Ranking and Research

Ranking, Research and Recommendation of TETON Westwood Equity AAA (WESWX) Fund

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Graph of TETON Westwood Equity AAA Fund (WESWX) ManagerFund Manager - Varun R. Singh

Fund Manager Information

Fund Manager Tenure: 7.0 years
Fund Family: Teton Westwood Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of TETON Westwood Equity AAA Fund (WESWX) ProfileTETON Westwood Equity AAA Fund (WESWX) Profile

Fund Profile and Description

TETON Westwood Equity AAA Fund seeks capital appreciation; current income is a secondary consideration. TETON Westwood Equity AAA Fund normally invests at least 80% of 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.

 

TETON Westwood Equity AAA (WESWX) Fund Strength What we like about TETON Westwood Equity AAA (WESWX) Fund

Data for TETON Westwood Equity AAA Fund (WESWX) as of May 30, 2016

  • TETON Westwood Equity AAA Fund (WESWX) management has been with TETON Westwood Equity AAA Fund for 7.0 years
  • TETON Westwood Equity AAA Fund (WESWX) has good short-term performance (1-year return -0.04% vs -1.15% Large Blend category median performance)
  • TETON Westwood Equity AAA Fund (WESWX) ratio of up-years vs down years is greater than 2
  • TETON Westwood Equity AAA Fund (WESWX) has an annual stock turnover rate of 28.00% vs Large Blend average of 53.12%. It is good that TETON Westwood Equity AAA management does not trade extensively for its return.
  • TETON Westwood Equity AAA Fund (WESWX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.48, lower than category average of 11.67

TETON Westwood Equity AAA Fund (WESWX) Weakness What we are cautious about TETON Westwood Equity AAA (WESWX) Fund

Data for TETON Westwood Equity AAA Fund (WESWX) as of May 30, 2016

  • TETON Westwood Equity AAA Fund (WESWX) has a less-than-ideal mid-term performance (3-year return 8.65% vs 9.43% Large Blend category median performance)
  • TETON Westwood Equity AAA Fund (WESWX) has a less-than-ideal Long-term performance (5-year return 9.24% vs 10.15% Large Blend category median performance)
  • TETON Westwood Equity AAA Fund (WESWX) has a Morningstar rating of 3 and below
  • TETON Westwood Equity AAA Fund (WESWX) has a higher expense ratio of 1.59% than its Large Blend average of 1.02%
  • Even though TETON Westwood Equity AAA Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See TETON Westwood Equity AAA Fund (WESWX) performance details as of May 30, 2016

 

What do you think?

 

Compare TETON Westwood Equity AAA Fund (WESWX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
TETON Westwood Equity AAA3.27-0.048.659.24
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare TETON Westwood Equity AAA Fund (WESWX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of TETON Westwood Equity AAA Fund (WESWX) Net Asset TrackingTETON Westwood Equity AAA (WESWX) Fund Net Asset

Track net asset change of TETON Westwood Equity AAA fund (WESWX)

DateNet Asset
05/2016$62.94M
03/2016$63.84M
02/2016$60.66M
More historic net asset information on TETON Westwood Equity AAA Fund (WESWX)

  

Graph of TETON Westwood Equity AAA Fund (WESWX) Portfolio TrackingTETON Westwood Equity AAA (WESWX) Fund Portfolio Allocation

Track portfolio allocation change of TETON Westwood Equity AAA fund (WESWX)

DateCashStockBondOther
03/20162.51%97.49%0%0%
12/20153.06%96.94%0%0%
09/20154.08%95.92%0%0%
Click here to see more historic asset allocation information on TETON Westwood Equity AAA Fund (WESWX)

 

graph of TETON Westwood Equity AAA Fund (WESWX) Top 10 Position TrackingTop 10 Holdings in TETON Westwood Equity AAA (WESWX) Fund

Discover what TETON Westwood Equity AAA Fund (WESWX) manager is buying

Mar 30, 2016
Johnson & Johnson Common Stock [3.46%]
JP Morgan Chase & Co. Common St [3.23%]
Amdocs Limited [3.12%]
Wells Fargo & Company Common St [3.1%]
Comcast Corporation [2.98%]
General Dynamics Corporation Co [2.76%]
WEC Energy Group, Inc. Common S [2.5%]
Bank of America Corporation Com [2.49%]
McCormick & Company, Incorporat [2.43%]
Exxon Mobil Corporation Common [2.38%]

Dec 30, 2015
JP Morgan Chase & Co. Common St [3.58%]
Wells Fargo & Company Common St [3.46%]
Johnson & Johnson Common Stock [3.26%]
Bank of America Corporation Com [3.08%]
General Dynamics Corporation Co [2.86%]
Amdocs Limited [2.8%]
American International Group, I [2.46%]
J.M. Smucker Company (The) New [2.3%]
D/B/A Chubb Limited New Common [2.2%]
Booz Allen Hamilton Holding Cor [2.2%]

Sep 29, 2015
Amdocs Limited [3.89%]
JP Morgan Chase & Co. Common St [3.44%]
Wells Fargo & Company Common St [3.41%]
Johnson & Johnson Common Stock [3.08%]
Becton, Dickinson and Company C [3.03%]
Bank of America Corporation Com [2.97%]
McCormick & Company, Incorporat [2.62%]
Home Depot, Inc. (The) Common S [2.51%]
Apple Inc. [2.5%]
Comcast Corporation [2.4%]
Click here for Stock Holding Change Map in TETON Westwood Equity AAA Fund (WESWX)

  

Latest News on TETON Westwood Equity AAA (WESWX) Fund

See what is happening with TETON Westwood Equity AAA Fund (WESWX)

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TETON Westwood Equity AAA Fund (WESWX) Related ResourcesSee more information on TETON Westwood Equity AAA (WESWX) Fund

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