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    Westcore Growth (WTEIX)

    13.60 Up 0.11(0.82%) Jul 1
    Prev Close:13.49
    YTD Return*:6.76%
    Net Assets*:33.01M
    Yield*:N/A

    * As of 31-May-15

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

    Headlines

    • No Headlines available for WTEIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL9.32N/A
    FB4.44N/A
    GILD4.32N/A
    DIS4.28N/A
    HD3.49N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:33.01M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.11%

    Performance & Risk

    YTD Return:6.76%
    5y Avg Return:15.71%
    Rank in Category (ytd):21
    % Rank in Category (ytd):1.2%
    Beta (3y):0.97
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of large-capitalization companies. It focuses on 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. The Advisor expects to only invest in securities of companies whose stock is traded on U.S. markets, including depository receipts or shares issued by companies incorporated outside of the United States (e.g., ADRs). View More
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