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WEEIX TETON Westwood Equity I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Accenture PLC (NYSE:ACN), Abbott Laboratories (NYSE:ABT), Goldman Sachs Group (NYSE:GS), Honeywell International (NASDAQ:HON), American International Group (NYSE:AIG).

Industry description

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").

Market Cap

The average market capitalization across the TETON Westwood Equity I MF is 557.9B. The market cap for tickers in the group ranges from 53.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AIG at 53.23B.

Volume

The average weekly volume growth across all stocks in the TETON Westwood Equity I MF was -13%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 29%

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: 44
Price Growth Rating: 34
SMR Rating: 33
Profit Risk Rating: 27
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Teton Westwood FundsOne Corporate CenterRye
Phone
N/A
Web
www.gabelli.com
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WEEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WEEIX has been closely correlated with FFMMX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if WEEIX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WEEIX
1D Price
Change %
WEEIX100%
N/A
FFMMX - WEEIX
80%
Closely correlated
+0.27%
FFFMX - WEEIX
79%
Closely correlated
+0.27%
VIVIX - WEEIX
73%
Closely correlated
+0.27%
VIVAX - WEEIX
73%
Closely correlated
+0.27%
VVIAX - WEEIX
72%
Closely correlated
+0.27%
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