# WESTWOOD BALANCED FUND — new fund registration

WESTWOOD FUNDS registered fund series on Form 485APOS, filed 2009-01-21. Featured series: WESTWOOD BALANCED FUND.

## Registration

- Registrant / trust: WESTWOOD FUNDS
- CIK: 0000796229
- Form: 485APOS
- Filed: 2009-01-21
- State of incorporation: MA
- Accession: 0000935069-09-000085
- Reported net assets: $30.2M

## Series & classes (30)

_Showing 25 of 30 series/class rows._

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [WESTWOOD BALANCED FUND](https://search.stillhousedata.com/fund/S000001080) | CLASS A | WEBCX | — |
| [WESTWOOD BALANCED FUND](https://search.stillhousedata.com/fund/S000001080) | CLASS AAA | WEBAX | — |
| [WESTWOOD BALANCED FUND](https://search.stillhousedata.com/fund/S000001080) | CLASS B | WBCBX | — |
| [WESTWOOD BALANCED FUND](https://search.stillhousedata.com/fund/S000001080) | CLASS C | WBCCX | — |
| [WESTWOOD BALANCED FUND](https://search.stillhousedata.com/fund/S000001080) | Class I | WBBIX | — |
| [WESTWOOD EQUITY FUND](https://search.stillhousedata.com/fund/S000001081) | CLASS B | — | — |
| [WESTWOOD EQUITY FUND](https://search.stillhousedata.com/fund/S000001081) | CLASS C | WEQCX | — |
| [WESTWOOD EQUITY FUND](https://search.stillhousedata.com/fund/S000001081) | CLASS A | WEECX | — |
| [WESTWOOD EQUITY FUND](https://search.stillhousedata.com/fund/S000001081) | CLASS AAA | WESWX | — |
| [WESTWOOD EQUITY FUND](https://search.stillhousedata.com/fund/S000001081) | Class I | WEEIX | — |
| [WESTWOOD INCOME FUND](https://search.stillhousedata.com/fund/S000001082) | CLASS A | WEIAX | — |
| [WESTWOOD INCOME FUND](https://search.stillhousedata.com/fund/S000001082) | CLASS B | — | — |
| [WESTWOOD INCOME FUND](https://search.stillhousedata.com/fund/S000001082) | CLASS C | WEICX | — |
| [WESTWOOD INCOME FUND](https://search.stillhousedata.com/fund/S000001082) | CLASS AAA | WESRX | — |
| [WESTWOOD INCOME FUND](https://search.stillhousedata.com/fund/S000001082) | Class I | WESIX | — |
| [WESTWOOD INTERMEDIATE BOND FUND](https://search.stillhousedata.com/fund/S000001083) | CLASS A | WEAIX | — |
| [WESTWOOD INTERMEDIATE BOND FUND](https://search.stillhousedata.com/fund/S000001083) | CLASS AAA | WEIBX | — |
| [WESTWOOD INTERMEDIATE BOND FUND](https://search.stillhousedata.com/fund/S000001083) | CLASS B | WEBIX | — |
| [WESTWOOD INTERMEDIATE BOND FUND](https://search.stillhousedata.com/fund/S000001083) | CLASS C | WECIX | — |
| [WESTWOOD INTERMEDIATE BOND FUND](https://search.stillhousedata.com/fund/S000001083) | Class I | — | — |
| [WESTWOOD MIGHTY MITES FUND](https://search.stillhousedata.com/fund/S000001084) | CLASS A | WMMAX | — |
| [WESTWOOD MIGHTY MITES FUND](https://search.stillhousedata.com/fund/S000001084) | CLASS AAA | WEMMX | — |
| [WESTWOOD MIGHTY MITES FUND](https://search.stillhousedata.com/fund/S000001084) | CLASS B | WMMBX | — |
| [WESTWOOD MIGHTY MITES FUND](https://search.stillhousedata.com/fund/S000001084) | CLASS C | WMMCX | — |
| [WESTWOOD MIGHTY MITES FUND](https://search.stillhousedata.com/fund/S000001084) | Class I | WEIMX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.43%
- Management fee: 0.75%
- Other expenses: 0.43%

## Investment objective

The Balanced Fund seeks to provide capital appreciation and current income resulting in a high total investment return consistent with prudent investment risk and a balanced investment approach.

## Advisers

- [Teton Advisors, LLC (Advisor)](https://search.stillhousedata.com/firm/105963)
- [Westwood Management Corporation (Subadvisor)](https://search.stillhousedata.com/firm/110269)

## Other filings by this registrant (8)

- [485APOS — 2013-03-07 (4 new series)](https://search.stillhousedata.com/launch/0001193125-13-096270)
- [485APOS — 2009-11-25](https://search.stillhousedata.com/launch/0000950123-09-065970)
- [485APOS — 2009-01-21](https://search.stillhousedata.com/launch/0000935069-09-000087)
- [485APOS — 2008-01-08](https://search.stillhousedata.com/launch/0000935069-08-000057)
- [485APOS — 2008-01-07](https://search.stillhousedata.com/launch/0000935069-08-000017)
- [485APOS — 2005-12-02](https://search.stillhousedata.com/launch/0000935069-05-003307)
- [485APOS — 2004-12-02](https://search.stillhousedata.com/launch/0000935069-04-002044)
- [485APOS — 2004-12-02](https://search.stillhousedata.com/launch/0000935069-04-002045)

## More

- [Registrant profile: WESTWOOD FUNDS](https://search.stillhousedata.com/registrant/796229)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000935069-09-000085.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.