TETON Westwood Balanced Fund Class C
WBCCX
NASDAQ
| Weiss Ratings | WBCCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WBCCX-NASDAQ | Click to Compare |
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| Provider | Teton Westwood Funds | |||
| Manager/Tenure (Years) | Matthew R. Lockridge (13), P. Adrian Helfert (7), Michael Wall (4), 1 other | |||
| Website | http://www.gabelli.com | |||
| Fund Information | WBCCX-NASDAQ | Click to Compare |
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| Fund Name | TETON Westwood Balanced Fund Class C | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Sep 25, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | WBCCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.23% | |||
| Dividend | WBCCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.49% | |||
| Asset Allocation | WBCCX-NASDAQ | Click to Compare |
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| Cash | 2.54% | |||
| Stock | 63.38% | |||
| U.S. Stock | 63.38% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 27.92% | |||
| U.S. Bond | 25.60% | |||
| Non-U.S. Bond | 2.32% | |||
| Preferred | 2.21% | |||
| Convertible | 3.95% | |||
| Other Net | 0.00% | |||
| Price History | WBCCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.59% | |||
| 30-Day Total Return | -1.46% | |||
| 60-Day Total Return | 0.19% | |||
| 90-Day Total Return | 0.49% | |||
| Year to Date Total Return | 4.41% | |||
| 1-Year Total Return | 4.97% | |||
| 2-Year Total Return | 9.56% | |||
| 3-Year Total Return | 27.59% | |||
| 5-Year Total Return | 20.04% | |||
| Price | WBCCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WBCCX-NASDAQ | Click to Compare |
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| Nav | $10.08 | |||
| 1-Month Low NAV | $10.02 | |||
| 1-Month High NAV | $10.24 | |||
| 52-Week Low NAV | $9.35 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $11.04 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | WBCCX-NASDAQ | Click to Compare |
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| Beta | 0.60 | |||
| Standard Deviation | 8.59 | |||
| Balance Sheet | WBCCX-NASDAQ | Click to Compare |
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| Total Assets | 30.76M | |||
| Operating Ratios | WBCCX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.18% | |||
| Turnover Ratio | 77.00% | |||
| Performance | WBCCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.98% | |||
| Last Bear Market Total Return | -11.28% | |||