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WBCCX TETON Westwood Balanced C Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Abbott Laboratories (NYSE:ABT).

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 C MF is 1.54T. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.

Volume

The average weekly volume growth across all stocks in the TETON Westwood Balanced C MF was 172%. For the same stocks of the MF, the average monthly volume growth was 175% and the average quarterly volume growth was 99%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 61
Price Growth Rating: 37
SMR Rating: 35
Profit Risk Rating: 19
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WBCCX
1D Price
Change %
WBCCX100%
-0.54%
RLBBX - WBCCX
91%
Closely correlated
+0.06%
RAMHX - WBCCX
89%
Closely correlated
+0.06%
FBONX - WBCCX
89%
Closely correlated
+0.06%
FBAFX - WBCCX
89%
Closely correlated
+0.08%
RLEFX - WBCCX
89%
Closely correlated
+0.08%
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