WESWX - TETON Westwood Equity AAA

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TETON Westwood Equity AAA

Teton Westwood FundsOne Corporate CenterRye, NY 10580-1434
Management Information
Varun R. Singh,Lead Manager since March 31, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyTeton Westwood Funds
Net Assets62.34M
YTD Return11.66%
Morningstar Rating★★★
Inception DateJan 1, 1987

Fund Operations

Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover31.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWESWXCategory Average
Annual Report Expense Ratio (net)1.63%0.97%
Prospectus Net Expense Ratio1.63%N/A
Prospectus Gross Expense Ratio1.63%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.15%
Max Deferred Sales LoadN/A1.78%
3 Yr Expense Projection514N/A
5 Yr Expense Projection887N/A
10 Yr Expense Projection1,933N/A