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Westcore Select (WTSLX)

25.07 Up 0.34(1.37%) Jul 30

Profile as of Jun 29, 2014Get Profile for:
Westcore Select
C/O Alps Fund Services, Inc.P.o. Box 328Denver CO 80202
Map
Phone: 800-392-2673
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Westcore
Net Assets:103.69M
Year-to-Date Return:2.85%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:Oct 1, 1999
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
Management Information 
F. Wiley S. Reed
Lead Manager since Apr 30, 2010
F. Wiley Reed, CFA, is a Partner and Portfolio Manager at Denver Investments and is an Analyst on the Mid-Cap Growth Research Team. Prior to joining the firm’s Mid-Cap Growth Team in 1998, Mr. Reed co-managed Small-Cap Growth Investments for high net worth individuals at Denver Investments for two years. Mr. Reed received BS from Wake Forest University and an MS from Carnegie Mellon University. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:1,000
Min Subsequent Investment:25
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:25
WTSLX can be purchased from 99 brokerages.

Fund Summary 
The investment seeks long-term growth of capital. The fund invests in the common stock of 20 to 35 companies that the portfolio management team (the "team") believes have attractive growth prospects. It invests primarily in medium sized companies but may also invest in smaller market capitalization companies. The fund currently considers "medium-sized companies" to be companies whose market capitalizations, at the time of purchase, are similar in size to those included in its benchmark index, the Russell Midcap® Growth Index. It expects to only invest in securities of companies whose stock is traded on U.S. markets. The fund is non-diversified.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 27, 2011) : 0.00
Annual Holdings Turnover (Dec 27, 2012) : 106.00%
Average for Category:56.95%
Fees & Expenses 
ExpenseWTSLXCategory Avg
Annual Report Expense Ratio (net):1.08%1.33%
Prospectus Net Expense Ratio:1.08%N/A
Prospectus Gross Expense Ratio:1.08%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.40%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:343559
5 Yr Expense Projection*:595880
10 Yr Expense Projection*:1,3161,799
* Per $10,000 invested