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TETON Westwood Balanced C (WBCCX)

10.29 -0.02 (-0.19%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30% to 70% of its assets in equity securities and 70% to 30% in debt securities, and the balance of the fund's assets in cash or cash equivalents. It may also invest up to 25% of its total assets in foreign equity securities and in EDRs or ADRs.

TETON Westwood Balanced C

Rye, NY 10580-1434
One Corporate Center

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Teton Westwood Funds
Net Assets 38.79M
YTD Return 5.73%
Yield 0.50%
Morningstar Rating
Inception Date Sep 25, 2001

Fund Operations

Last Dividend 0.01
Last Cap Gain 1.00
Holdings Turnover 39.00%
Average for Category --

Fees & Expenses

Expense WBCCX Category Average
Annual Report Expense Ratio (net) 2.21% 0.84%
Prospectus Net Expense Ratio 2.21% --
Prospectus Gross Expense Ratio 2.21% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.07%
Max Deferred Sales Load -- 1.48%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Lauren C. Hill, Lead Manager since August 04, 2020
Ms. Hill joined Westwood in 2015 and is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in the Consumer Discretionary and Industrials sectors. She is a member of the Consumer/Health Care and Technology/Industrials research groups. Before joining Westwood, Ms. Hill spent 11 years working in equity research in New York. She served as a Generalist at Northern Border Investments and Cantillon Capital and as a Financials and Utilities Analyst at J.P. Morgan Asset Management. Prior to that, she worked as an Associate on the sell-side at Sanford Bernstein with the No. 1-ranked Consumer Finance Analyst. Ms. Hill earned her MBA with Honors from Columbia Business School where she participated in the Value Investing Program. She earned her BBA in Finance and Accounting with Honors from Southern Methodist University. Ms. Hill is a CFA charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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