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    TETON Westwood Intermediate Bond C (WECIX)

    10.90 Up 0.02(0.18%) Jul 2

    Profile as of May 30, 2015Get Profile for:
    TETON Westwood Intermediate Bond C
    Teton Westwood FundsOne Corporate CenterRye, NY 10580-1434
    Map
    Phone: 800-422-3554
    Fund Overview 
    Category:Intermediate-Term Bond
    Fund Family:Gabelli
    Net Assets:19.48M
    Year-to-Date Return:0.62%
    Yield:0.49%
    Morningstar Rating:1 stars
    Fund Inception Date:Oct 22, 2001
    Morningstar Style Box 
    Intermediate-Term Bond
    [View Category Definition]
    View Top Intermediate-Term Bond Funds
    About the Morningstar Style Box

    Style box information not available for WECIX.

    Management Information 
    Mark R. Freeman
    Lead Manager since Dec 31, 1999
    Mr. Mark R. Freeman, CFA, has served as Executive Vice President and Chief Investment Officer for Westwood since February 2012. Prior to this appointment, he served as Executive Vice President and Co-Chief Investment Officer for Westwood from December 2010 until 2012, and as Senior Vice President and Portfolio Manager from 2006 to 2010. Mr. Freeman joined Westwood in 1999 and served as Vice President and Portfolio Manager from July 2000 to July 2006. Mr. Freeman has served on the portfolio team for the Westwood Worldwide Income Opportunity Fund since its inception in 2015. Mr. Freeman participates in the investment decision process. He has authority to direct trading activity for the Fund and is also responsible for representing the Fund to investors. Mr. Freeman has more than 26 years of investment experience.
    Investment Information 
    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
    WECIX can be purchased from 37 brokerages.

    Fund Summary 
    The investment seeks to maximize total return, while maintaining a level of current income consistent with the maintenance of principal and liquidity. Under normal market conditions the fund invests at least 80% of its net assets in bonds of various types and with various maturities. It focuses on investment grade bonds of domestic corporations and governments. Investment grade debt securities are securities rated in the four highest ratings categories by a Nationally Recognized Statistical Rating Organization ("NRSRO").

    Fund Operations 
    Last Dividend (Mar 30, 2015) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 30, 2015) : 16.00%
    Average for Category:148.19%
    Fees & Expenses 
    ExpenseWECIXCategory Avg
    Annual Report Expense Ratio (net):1.75%0.85%
    Prospectus Net Expense Ratio:1.75%N/A
    Prospectus Gross Expense Ratio:2.13%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A4.04%
    Max Deferred Sales Load: 1.00%2.00%
    3 Yr Expense Projection*:630378
    5 Yr Expense Projection*:1,109603
    10 Yr Expense Projection*:2,4321,237
    * Per $10,000 invested