The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NASDAQ:V), Walmart (NASDAQ:WMT), Johnson & Johnson (NASDAQ:JNJ), American International Group (NASDAQ:AIG).
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.
The average market capitalization across the TETON Westwood Balanced C MF is 384.83B. The market cap for tickers in the group ranges from 7.26B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is CACI at 7.26B.
The average weekly volume growth across all stocks in the TETON Westwood Balanced C MF was -6%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 54
Price Growth Rating: 40
SMR Rating: 47
Profit Risk Rating: 35
Seasonality Score: 26 (-100 ... +100)