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 Dow Down 1.29% Nasdaq Down 1.60%

Westcore MIDCO Growth (WTMGX)

6.95 Up 0.08(1.16%) Jul 30
Prev Close:6.95
YTD Return*:5.11%
Net Assets*:101.21M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for WTMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MJN2.2612.18
PRGO.IR2.10-1.84
ACT.IR2.0833.33
IR.IR2.042.87
VAR2.048.06

Fund Basics

Morningstar Overall Rating:
Total Assets:101.21M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:5.11%
5y Avg Return:19.75%
Rank in Category (ytd):35
% Rank in Category (ytd):4.57%
Beta (3y):1.39
Morningstar Risk Rating:5

Fund Summary

The investment seeks to achieve long-term capital appreciation by investing primarily in medium-sized growth companies. The fund emphasizes investments in medium-sized companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. Under normal circumstances, it invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in mid-cap companies. The fund currently considers "mid-cap companies" to be those included in, or similar in size to those included in its benchmark index, the Russell Midcap® Growth Index, at the time of purchase. View More
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