GAMCO Westwood Equity AAA
Westwood Funds One Corporate Center Rye, NY 10580-1434
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Phone: 800-422-3554
| Category: | Large Value | | Fund Family: | Gabelli | | Net Assets: | 132.35M | | Year-to-Date Return: | 6.93% | | Yield: | 1.13% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-87 |
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Susan M. Byrne
Lead Manager since
02-Jan-87 | | | 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 capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. |
| Last Dividend
(26-Nov-08):
| 0.09 | | Last Cap Gain
(28-Nov-07):
| 1.58 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 67.10% |
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| Expense | WESWX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.27% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 471 | $635 | | 5 Yr Expense Projection*: |
$ 813 | $963 | | 10 Yr Expense Projection*: |
$ 1,779 | $1,849 |
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0.17% Nasdaq 0.00%
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