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    TETON Westwood Equity AAA (WESWX)

    12.06 Up 0.21(1.77%) Jun 28

    Profile as of May 30, 2016Get Profile for:
    TETON Westwood Equity AAA
    Teton Westwood FundsOne Corporate CenterRye, NY 10580-1434
    Phone: 800-422-3554
    Fund Overview 
    Category:Large Blend
    Fund Family:Teton Westwood Funds
    Net Assets:62.94M
    Year-to-Date Return:3.27%
    Morningstar Rating:3 stars
    Fund Inception Date:Jan 2, 1987
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
    View Top Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    Varun R. Singh
    Lead Manager since Apr 1, 2013
    Varun V. Singh has been with Westwood since 2012. Prior to Westwood, he served as a Vice President and equity analyst at Wellington Management Company, LLP. He has earned a Bachelor's degree in Metallurgical Engineering from the Indian Institute of Technology, an M.B.A. from the University of Chicago, and a Ph.D. in Materials Science and Engineering from the State University of New York. Mr. Singh has earned the right to use the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:0
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    WESWX can be purchased from 112 brokerages.

    Fund Summary 
    The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of its 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. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

    Fund Operations 
    Last Dividend (Nov 23, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 23, 2016) : 28.00%
    Average for Category:53.12%
    Fees & Expenses 
    ExpenseWESWXCategory Avg
    Annual Report Expense Ratio (net):1.59%1.02%
    Prospectus Net Expense Ratio:1.59%N/A
    Prospectus Gross Expense Ratio:1.59%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.30%
    Max Deferred Sales Load: N/A2.04%
    3 Yr Expense Projection*:502453
    5 Yr Expense Projection*:866714
    10 Yr Expense Projection*:1,8891,455
    * Per $10,000 invested