TETON Westwood Balanced FundWEBAX
Type
Mutual fund
Peer group
Allocation
Net assets
$30.2M
Expense ratio
1.43%
1-year return
+6.5%
3 years, a year
+7.8%
5 years, a year
+4.7%
Holdings
108
What it aims to do.
The Balanced Fund seeks to provide capital appreciation and current income resulting in a high total investment return consistent with prudent investment risk and a balanced investment approach.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AMZN Amazon.com, Inc. | 3.56% |
| NVDA NVIDIA Corp. | 3.55% |
| NEE NextEra Energy Inc | 1.61% |
| DE Deere & Company | 1.59% |
| CSX CSX Corporation | 1.54% |
| JNJ Johnson & Johnson | 1.54% |
| TMO Thermo Fisher Scientific Inc | 1.52% |
| BRK-B Berkshire Hathaway Inc. | 1.51% |
| RBA RB Global Inc | 1.47% |
| GOOGL Alphabet Inc. | 1.44% |
More on WEBAX.
- WEBAX overview
- WEBAX holdings
- WEBAX risk
- WEBAX costs
- WEBAX money in and out
- WEBAX share classes
- Compare WEBAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.