WEBCX

About WEBCX

Teton Westwood Balanced Fund Class A is a mutual fund designed to deliver a blend of capital appreciation and current income through a diversified portfolio. The fund employs a balanced investment strategy, typically allocating 30% to 70% of its assets to equity securities and 30% to 70% to debt securities, with the remainder in cash equivalents. This structure aims to achieve a high total investment return while prudently managing risk and maintaining lower volatility compared to fully equity-oriented portfolios. The equity segment focuses on seasoned large capitalization companies, allowing for potential growth and stability, while the fixed income portion consists mainly of investment-grade corporate and government bonds. Teton Westwood Balanced Fund Class A is classified within the moderate allocation category, making it suitable for investors seeking a balance between capital preservation and moderate growth over the long term. The fund's performance and portfolio composition reflect its role as a core holding for those seeking diversification across asset classes with a measured approach to risk.