WBBIX – TETON Westwood Balanced I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation and current income consistent with prudent investment risk and a balanced investment approach. The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30% to 70% of its assets in equity securities and 70% to 30% in debt securities, and the balance of the fund's assets in cash or cash equivalents. It may also invest up to 25% of its total assets in foreign equity securities and in EDRs or ADRs.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WEBAX	TETON Westwood Balanced Fund Class AAA	No Load	Open			Oct 1, 1991	$22.71M	1.430%	High	$1,000	−$1.84M
WBBIX	TETON Westwood Balanced Fund Class Institutional	Institutional	Open			Jan 11, 2008	$2.96M	1.180%	High	$500,000	$283,937.36
WEBCX	TETON Westwood Balanced Fund Class A	Front Load	Open			Apr 6, 1993	$3.78M	1.430%	High	$1,000	−$546,755.95
WBCCX	TETON Westwood Balanced Fund Class C	Level Load	Open			Sep 25, 2001	$136,740.00	2.180%	High	$1,000	−$83,417.77

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