GAMCO Westwood Balanced AAAWEBAX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

GAMCO Westwood Balanced comes out second-best in an expense fight.

Lead manager Susan Byrne and comanager Mark Freeman have employed their equity and fixed-income strategies well over the years and have outpaced the moderate-allocation norm on a year-in, Read more

Kudos

Long-tenured managers.

Solid long-term record. Read more

Risks

The fund's expense ratio is above the median for a no-load moderate-allocation offering, and new investors can access this same strategy elsewhere for less.

Fairly concentrated equity portfolio.

Significant equity sector bets can add to potential volatility. Read more

Strategy

Equity manager Susan Byrne scours the domestic-equity universe for companies that have posted positive earnings surprises but have yet to see upward estimate revisions from analysts. If the fundamentals Read more

Management

Equity manager Susan Byrne is the founder and chief investment officer of Westwood Holdings Group WHG and has a terrific long-term record as a stock-picker here and at Westwood Equity WESWX. Mark Freeman has managed the bond portfolio since December Read more

Inside Scoop

Manager Susan Byrne and comanager Mark Freeman have delivered strong results here, but Byrne's firm, Westwood Holdings Group, launched its own version of this fund, WHG Read more

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