WEECX – TETON Westwood Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("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
WESWX	TETON Westwood Equity Fund Class AAA	No Load	Open			Jan 2, 1987	$36.40M	1.680%	High	$1,000	−$6.74M
WEEIX	TETON Westwood Equity Fund Institutional Class	Institutional	Open			Jan 11, 2008	$1.40M	1.430%	High	$500,000	$381,569.25
WEECX	TETON Westwood Equity Fund Class A	Front Load	Open			Jan 28, 1994	$520,733.00	1.680%	High	$1,000	−$86,494.70
WEQCX	TETON Westwood Equity Fund Class C	Level Load	Open			Feb 13, 2001	$110.00	2.430%	High	$1,000	−$12.54

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