The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Unitedhealth Group (NASDAQ:UNH), Walmart (NASDAQ:WMT), Johnson & Johnson (NASDAQ:JNJ), Bank of America Corp (NASDAQ:BAC), Honeywell International (NASDAQ:HON).
The investment seeks capital appreciation; current income is a secondary consideration.
The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
The average market capitalization across the TETON Westwood Equity A MF is 332.09B. The market cap for tickers in the group ranges from 7.26B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is CACI at 7.26B.
The average weekly volume growth across all stocks in the TETON Westwood Equity A MF was -17%. For the same stocks of the MF, the average monthly volume growth was 1% 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: 55
P/E Growth Rating: 50
Price Growth Rating: 44
SMR Rating: 44
Profit Risk Rating: 38
Seasonality Score: 19 (-100 ... +100)