Westcore International Frontier
C/O Alps Fund Services, Inc. P.o. Box 328 Denver CO 80202
Map
Phone: 800-392-2673
| Category: | Foreign Small/Mid Growth | | Fund Family: | Westcore | | Net Assets: | 31.78M | | Year-to-Date Return: | 60.92% | | Yield: | 1.50% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Dec-99 |
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John C. Fenley
Lead Manager since
01-Oct-03 | | | Fenley is vice president of Denver Investment Advisors, serves as a portfolio manager for Bee & Associates, a division of Denver Investment Advisors (DIA), his employer since 2000. Prior to his work at DIA, Fenley was the lead portfolio manager at Hansberger Global Investors. Previous to this, he was a portfolio manager and analyst at Sun Trust and Fifth Third Bancorp. has 16 years of total professional experience. Fenley holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests primarily in the common stock of international companies with market capitalizations of $2.0 billion. It normally invests at least 65% of assets in common stocks of foreign companies in developed countries. The fund may invest in foreign companies with market capitalization greater than $2.0 billion or in U.S.-based companies if they represent better prospects for long-term growth than smaller foreign companies or than foreign companies generally. |
| Last Dividend
(29-Dec-08):
| 0.17 | | Last Cap Gain
(27-Dec-07):
| 0.31 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 86.56% |
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| Expense | WTIFX | Category
Avg | | Total Expense Ratio: | %
| 1.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $691 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,099 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,171 |
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