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Westcore MIDCO Growth (WTMGX)

6.53 Up 0.06(0.93%) Apr 15
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Prev Close:6.47
YTD Return*:3.61%
Net Assets*:102.13M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WTMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPLK2.239.07
BWA1.9113.03
CMG1.908.67
ALXN1.8816.90
DLPH.L1.8216.00

Fund Basics

Morningstar Overall Rating:
Total Assets:102.13M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:3.61%
5y Avg Return:23.86%
Rank in Category (ytd):7
% Rank in Category (ytd):0.92%
Beta (3y):1.37
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund emphasizes investments in medium-sized companies that have attractive growth prospects for earnings and/or cash flows. It normally invests at least 80% of the value of its net assets plus any borrowings for investment purposes in mid-cap companies which are included in, or similar in size to those included in Russell Midcap® Growth Index. The fund 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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