TETON Westwood Balanced Fund
Shareclass
TETON Westwood Balanced AAA (WEBAX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
TETON Westwood Balanced Fund WEBAX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Bank of America Corp1.13% of assets$381,053 invested
- 2. JPMorgan Chase & Co2.22% of assets$751,762 invested
- 3. Wells Fargo & Co1.33% of assets$450,170 invested
- 4. Accenture PLC Class A1.31% of assets$443,866 invested
- 5. PepsiCo Inc0.53% of assets$179,455 invested
- 6. Johnson & Johnson1.1% of assets$372,581 invested
- 7. The Hershey Co1.28% of assets$433,321 invested
- 8. The Goldman Sachs Group Inc1.22% of assets$414,746 invested
- 9. Vertex Pharmaceuticals Inc1.17% of assets$397,126 invested
- 10. Microsoft Corp1.89% of assets$639,184 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Berkshire Hathaway Inc Class B1.01% of assets$342,961 invested
- 2. Boise Cascade Co0.71% of assets$241,560 invested
- 3. O'Reilly Automotive Inc1.16% of assets$393,460 invested
- 4. SouthState Bank Corp1.16% of assets$391,170 invested
- 5. BWX Technologies Inc1.18% of assets$398,065 invested
- 6. NextEra Energy Inc0.74% of assets$249,739 invested
- 7. Marvell Technology Inc1.32% of assets$445,958 invested
- 8. Cadence Design Systems Inc0.49% of assets$165,790 invested
- 9. Hubbell Inc1.19% of assets$402,701 invested
- 10. TopBuild Corp1.14% of assets$385,909 invested
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Financial performance
Performance data provided by
Find more financial data on WEBAX at Morningstar.com
Find more financial data on WEBAX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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