GAMCO Westwood Intermediate Bond C
One Corporate Center Rye NY 10580
Phone: 800-422-3554
| Category: |
Intermediate-Term Bond |
| Fund Family: |
Westwood |
| Net Assets: |
1.18M |
| Year-to-Date Return: |
6.28% |
| Yield: |
3.98% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
22-Oct-01 |
|
Mark R. Freeman
Lead Manager since
31-Dec-99 |
|
| Freeman is the senior vice president and portfolio manager of Westwood. Prior to joining the firm in 1999, he was the senior economist and fixed income strategist for First American Corp. Freeman joined First American in 1994. Previously, he served in the U.S. Peace Corps as a program director for two years in Togo West Africa. Freeman holds the Chartered Financial Analyst designation. |
| 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: |
$100 |
|
|
|
| The investment seeks current income consistent with maintenance of principal and liquidity. The fund normally invests at least 80% of assets in bonds of various types and maturities. It purchases primarily investment-grade bonds of domestic or foreign issuers. Such securities may be government or corporate issues. Although it may not be a fundamental policy of the fund, the average weighted maturity normally ranges between three and 10 years. |
| Last Dividend
(31-Dec-07):
|
0.02 |
| Last Cap Gain
(20-Dec-05):
|
0.01 |
| Annual Holdings Turnover
|
20.00% |
| Average for Category:
|
195.37% |
|
| Expense |
WECIX |
Category
Avg |
| Total Expense Ratio: |
1.75%
|
1.01% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
4.17% |
| Max Deferred Sales Load: |
1.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$662 |
$478 |
| 5 Yr Expense Projection*: |
$1,172 |
$728 |
| 10 Yr Expense Projection*: |
$2,574 |
$1,448 |
|
|
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