GAMCO Westwood Balanced AAA
Westwood Funds One Corporate Center Rye, NY 10580-1434
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Phone: 800-422-3554
| Category: | Moderate Allocation | | Fund Family: | Gabelli | | Net Assets: | 120.49M | | Year-to-Date Return: | 5.25% | | Yield: | 1.76% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-91 |
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Susan M. Byrne
Lead Manager since
01-Oct-91 | | | Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the team decides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund.Ms. Byrne has been an investment professional for over 35 years. |
| 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 provide capital appreciation and current income consistent with prudent investment risk and a balanced investment approach. 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 typically invests 30% to 70% of assets in equity securities and 70% to 30% in debt securities, and the balance of assets in cash and cash equivalents. It invests in stocks of seasoned companies. |
| Last Dividend
(21-Sep-09):
| 0.04 | | Last Cap Gain
(26-Nov-08):
| 0.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
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| Expense | WEBAX | Category
Avg | | Total Expense Ratio: | 1.23%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 390 | $631 | | 5 Yr Expense Projection*: |
$ 676 | $951 | | 10 Yr Expense Projection*: |
$ 1,489 | $1,858 |
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0.34% Nasdaq 0.00%
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