GAMCO Westwood Intermediate Bond AAA
Westwood Funds One Corporate Center Rye, NY 10580-1434
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Phone: 800-422-3554
| Category: | Intermediate-Term Bond | | Fund Family: | Gabelli | | Net Assets: | 15.27M | | Year-to-Date Return: | 5.31% | | Yield: | 2.34% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-91 |
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Mark R. Freeman
Lead Manager since
31-Dec-99 | | | Freeman has served as senior vice president and portfolio manager for Westwood since 2006 and he joined Westwood in 1999. Prior to joining the firm in 1999, he was the senior economist and fixed income strategist for First American Corp since 1994. Previously, he served in the U.S. Peace Corps as a program director for two years in Togo West Africa. Freeman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize total return, while maintaining a level of current income consistent with the maintenance of principal and liquidity. The fund normally invests at least 80% of net assets in bonds of various types and with various maturities. It focuses on investment-grade bonds of domestic corporations and governments. It seeks to maintain an average rating of AA or better by S&P?s Ratings Services. |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(25-Nov-09):
| 0.08 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 226.70% |
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| Expense | WEIBX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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