TETON Westwood Balanced A (WEBCX)
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TETON Westwood Balanced A
Rye, NY 10580-1434
One Corporate Center
Teton Westwood Funds
Management Information
Lauren C. Hill,Lead Manager since August 3, 2020
Ms. Hill joined Westwood in 2015 and is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in the Consumer Discretionary and Industrials sectors. She is a member of the Consumer/Health Care and Technology/Industrials research groups.
Before joining Westwood, Ms. Hill spent 11 years working in equity research in New York. She served as a Generalist at Northern Border Investments and Cantillon Capital and as a Financials and Utilities Analyst at J.P. Morgan Asset Management. Prior to that, she worked as an Associate on the sell-side at Sanford Bernstein with the No. 1-ranked Consumer Finance Analyst.
Ms. Hill earned her MBA with Honors from Columbia Business School where she participated in the Value Investing Program. She earned her BBA in Finance and Accounting with Honors from Southern Methodist University. Ms. Hill is a CFA charterholder.
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
CategoryAllocation--50% to 70% Equity
Fund FamilyTeton Westwood Funds
Net Assets37.43M
YTD Return5.03%
Yield1.20%
Morningstar Rating★★★
Inception DateSept 30, 1991
Fund Operations
Last Dividend0.06
Last Cap Gain1.00
Holdings Turnover39.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWEBCXCategory Average
Annual Report Expense Ratio (net)1.46%0.84%
Prospectus Net Expense Ratio1.46%N/A
Prospectus Gross Expense Ratio1.46%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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