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    Westcore Growth Retail (WTEIX)

    8.75 Up 0.13(1.51%) May 24
    Prev Close:8.75
    YTD Return*:-3.57%
    Net Assets*:26.84M
    Yield*:N/A

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WTEIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL7.80N/A
    GOOGL6.20N/A
    FB5.47N/A
    V3.77N/A
    AMZN3.75N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:26.84M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:-3.57%
    5y Avg Return:8.40%
    Rank in Category (ytd):61
    % Rank in Category (ytd):3.61%
    Beta (3y):1.03
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation by investing primarily in common stocks of large companies selected for their growth potential. The fund invests primarily in the common stock of large companies. The portfolio management team identifies companies with market capitalizations of $2 billion and above at the time of purchase, and that the team believes possess a competitive advantage in the global marketplace, with the potential for high returns on capital and long-term growth. View More
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