TETON Westwood Equity Fund Class AAA

Frequently Asked Questions About WESWX

What does WESWX invest in?

The fund primarily allocates a minimum of 80% of its net assets (a figure that encompasses any funds borrowed for investment purposes) to common stocks and instruments convertible into common stock. Its investments are concentrated in a portfolio of established companies. These are typically defined as firms with a market capitalization of at least $1 billion and an operational history spanning a minimum of three years. Furthermore, the fund retains the flexibility to commit up to 25% of its total assets to foreign equity securities, including European Depositary Receipts (EDRs) and American Depositary Receipts (ADRs).

What is the expense ratio of WESWX?

TETON Westwood Equity Fund Class AAA (WESWX) charges an expense ratio of 1.68%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WESWX?

TETON Westwood Equity Fund Class AAA (WESWX) manages $38.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WESWX actively managed or an index fund?

WESWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WESWX launched?

TETON Westwood Equity Fund Class AAA (WESWX) launched in May 1996 and is managed by the fund issuer.

How has WESWX performed?

WESWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.