TETON Convertible Securities FundWEIAX

MUTUAL FUNDTeton
Type
Mutual fund
Peer group
Taxable bond
Net assets
$11.3M
Expense ratio
1.16%
1-year return
+19.8%
3 years, a year
+9.5%
5 years, a year
+2.1%
Holdings
74

What it aims to do.

The Convertible Securities Fund seeks to provide a high level of current income as well as long-term capital appreciation.

Top 10 holdings.

Holding% of fund
PPL Capital Funding Inc.4.13%
BBIO Bridgebio Pharma Inc2.99%
HPE Hewlett Packard Enterprise Co.2.84%
Digital Realty Trust, L.P.2.81%
MCHPP Microchip Technology Incorporated2.51%
BTSGU Brightspring Health Services Inc2.50%
BABA Alibaba Group Holding Ltd.2.45%
LITE Lumentum Holdings Inc.2.38%
APLD Applied Digital Corp2.34%
CYTK Cytokinetics Inc2.25%

More on WEIAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.