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Teton Westwood Balanced Fund Class Aaa: (MF: WEBAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:11 PM ET

$9.71 USD

+0.03 (0.31%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.80 46
3 months 1.67 73
6 months 4.96 92
1 Year 6.65 95
3 Year 8.45 92
5 Year 6.24 73
10 Year 7.07 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 78.70
Bear Market (10/07 - 2/09) -30.87
Bull Market (2/09 - 3/21) 275.56

Load Adjusted Returns as of Jan 31, 2026

1 Year 7.67
5 Year 5.46
10 Year 6.63
Since Inception 7.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.11 2.94 3.96 0.72
2024 5.78 0.79 4.38 -1.49
2023 2.15 3.13 -3.01 7.43
2022 -3.97 -11.08 -4.58 7.61
2021 2.27 5.61 -0.01 6.30

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.807.679.639.78-12.3314.824.5418.72-3.7814.106.96
% Total Return Rel to Index 0.00-10.54-15.38-16.465.87-13.85-13.85-12.760.60-7.68-4.97
% Total Return Rel to Peer 0.00-5.49-1.99-4.171.421.63-6.72-0.031.780.950.61
% Perf Quintile vs Peer* 0.000.000.005.002.003.005.004.002.003.003.00
% Dividends 0.000.140.110.150.060.020.070.130.120.140.09
% Yield NA1.280.981.230.640.190.631.021.031.040.73
Capital Gains ($) 0.001.240.640.200.621.460.490.751.230.730.63
Expense Ratio 0.001.431.391.461.411.411.421.371.341.331.35

* 1 = Top 20%, 5 = Bottom 20%