Westcore Blue Chip Institutional C/O Alps Fund Services, Inc. P.o. Box 328 Denver CO 80202 Map
Phone: 800-392-2673
| Category: | Large Blend | | Fund Family: | Westcore | | Net Assets: | 21.36M | | Year-to-Date Return: | 27.76% | | Yield: | 0.82% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Sep-07 |
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Kris B. Herrick
Lead Manager since
01-Oct-02 | | | Herrick is a vice president with Denver Investment Advisors, his employer since 2000. Prior to joining Denver Investment Advisors, he worked as a financial services analyst with Jurika and Voyles frome 1997 to 2000. Herrick holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $500,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term total return. The fund invests in large, well-established companies whose stocks appear to be undervalued. It normally invests less than 80% of total net assets in large, well-established, companies, as measured at the time of purchase. For the purposes of this policy, the fund currently considers large, well-established companies to be those included in, or similar in size to those included in, S&P 500 Composite Stock Price index with a record, together with predecessors, equal to or greater than three years of continuous operation. |
| Last Dividend
(29-Dec-08):
| 0.09 | | Last Cap Gain
(29-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 78.74% |
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| Expense | WIMVX | Category Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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