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Overall Morningstar
Rating™
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| What is this?
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As of 2013-05-31 |
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Out of
Small Blend Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Small |
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Blend |
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As of
2013-03-31 |
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| Day Change |
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$ 0.14 |
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| NAV
(2013-06-17)
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$ 21.83 |
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| YTD Return %
(2013-06-17)
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| 18.64%
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| Total Assets ($ mil) |
| 779 |
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| Growth of $10,000 |
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Fund: |
TETON Westwood Mighty Mites AAA |
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(from
2003-01-01
to 2013-05-31)
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Category: |
Small Blend |
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Index: |
S&P 500 TR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-06-17 |
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Inception date: 1998-05-11 |
10yr and Inception Returns as of 2013-05-31 |
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YTD Returns as of 2013-06-17 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-422-3554 or visit www.gabelli.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
11.2 |
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Stocks |
88.8 |
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Bonds |
0.0 |
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Other |
0.1 |
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Foreign Stocks |
2.9 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
463 |
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Turnover % |
9 |
| Total Number of Bond Holdings
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1 |
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30 Day SEC Yield %
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--- |
| % of Assets in Top 10 Holdings |
14.84 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-06-17 |
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Fund Inception: 1998-05-11 |
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Portfolio Manager (Start Date) |
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Mario J. Gabelli
(1998-05-11)
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Gabelli has served as chairman, chief executive officer, chief investment officer-value products and a director of GAMCO Investors, Inc. (GAMI) since November 1976. He is chair and chief investment officer of Gabelli Funds, which he formed in 1977. Gabelli began his investment career in 1967 as an analyst with Loeb, Rhoades & Company. In 1975, he joined William D. Witter, a Wall Street research boutique.
Gabelli holds the Chartered Financial Analyst designation. |
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Laura Linehan
(1998-05-11)
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Linehan has been director of creative research at Gabelli & Company, Inc. where she has been a securities analyst since May 1995, an associate in corporate finance at Smith Barney from May 1994 and a senior associate financial analyst at the IBM Corporation from June 1993. |
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Elizabeth M. Lilly
(2011-07-01)
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Elizabeth M. Lilly, CFA joined Teton Advisors, Inc. and became an Associate Portfolio Manager of the GAMCO Westwood Mighty Mites(SM) Fund. In November 2002, Ms. Lilly joined GAMCO Investors, Inc. as a Senior Vice President and Portfolio Manager of Gabelli Funds, LLC and GAMCO Asset Management Inc. Ms. Lilly began her career with Goldman, Sachs in 1985 and worked for Fund American and St. Paul Companies. She holds a BA in Economics from Hobart/William Smith College. |
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Sales Charge %
(taken from prospectus dated 2013-01-28)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
1.43 |
based on net assets
(taken from annual report dated 2013-03-31)
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| Correspondence Information |
Westwood Funds
One Corporate Center
Rye,
NY
10580-1434
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