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WBBIX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$10.12
Change
+$0.04 (+0.40%)
Net Assets
38.65M

WBBIX TETON Westwood Balanced I Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Abbott Laboratories (NYSE:ABT), American International Group (NYSE:AIG).

Industry description

The investment seeks to provide capital appreciation and current income consistent with prudent investment risk and a balanced investment approach. The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30% to 70% of its assets in equity securities and 70% to 30% in debt securities, and the balance of the fund's assets in cash or cash equivalents. It may also invest up to 25% of its total assets in foreign equity securities and in EDRs or ADRs.

Market Cap

The average market capitalization across the TETON Westwood Balanced I MF is 402.78B. The market cap for tickers in the group ranges from 49.6B to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is AIG at 49.6B.

Volume

The average weekly volume growth across all stocks in the TETON Westwood Balanced I MF was -13%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 48
Price Growth Rating: 36
SMR Rating: 47
Profit Risk Rating: 33
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Teton Westwood FundsOne Corporate CenterRye
Phone
N/A
Web
www.gabelli.com
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WBBIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WBBIX has been closely correlated with RLBEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if WBBIX jumps, then RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBBIX
1D Price
Change %
WBBIX100%
+0.40%
RLBEX - WBBIX
91%
Closely correlated
+1.00%
RLBCX - WBBIX
91%
Closely correlated
+1.01%
RLBAX - WBBIX
91%
Closely correlated
+1.01%
RLBFX - WBBIX
91%
Closely correlated
+1.00%
RLBBX - WBBIX
91%
Closely correlated
+1.01%
More