Fund Structure:
Asset Class:
Investment Style:
Investment Objective:
Multiclass:
Open End
Equity
Value
Capital Apprec. - Domestic Yes
Key Dates
Inception:
January 02, 1987
Dividends Paid:
Annual - Dec.
Fiscal Year End:
September
Capital Gains Paid:
Annual - Dec.
Fund Identifiers
Exchange Symbol:
WESWX
Cusip Number:
88166L108
Telephone Audio Response Code:
704
Class:
AAA
Minimum Investment Requirements
Initial Investment
Subsequent Investment
Regular Account:
$ 1,000
Telephone Invest:
$ 100
IRA, Fiduciary:
$ 250
Auto Investment Plan
$ 100
Coverdell Education Savings Account:
$ 250
Mail
None
Auto Investment Plan
None
Wire
$ 100
Fund Operating Expenses
Account Fees
Management
1.00 %
Sales Load:
None
12B-1
0.25 %
CDSC: *
None
Other Expenses
0.31 %
Exchange Fee:
None
Total
1.56 %
IRA Custodian
$15 if less than $25,000
Education IRA
None
The fund typically invests in 40-60 companies. By concentrating in a small number of investments, the Fund's risks are increased because each investment has a greater effect in the Fund's performance than a Fund which is more broadly diversified.
The Fund's share price will fluctuate with changes in the market value of the Fund's portfolio securities. Stocks are subject to market, economic and business risks that cause their prices to fluctuate. When you sell Fund shares, they may be worth less than what you paid for them. Consequently, you can lose money by investing in the Fund.
Investors should consider the investment objectives, risks, sales charges and expense of the fund carefully before investing. The prospectus contains more complete information about this and other matters. The prospectus should be read carefully before investing.
You can obtain a free prospectus by calling at 1-800-GABELLI (1-800-422-3554), or contacting your financial representative or by visiting http://www.gabelli.com.
Printable Factsheet |
Prospectus |
Statement of Additional Info |
Recent Quarterly Report |
Recent Annual Report |
XBRL
|
Multiclass Information
|
