• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.12% Nasdaq Up 0.71%

    Westcore MIDCO Growth (WTMGX)

    5.90 Down 0.01(0.17%) Apr 24
    Prev Close:5.91
    YTD Return*:6.70%
    Net Assets*:99.99M
    Yield*:N/A

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MJN2.301.02
    VAR2.177.57
    LNKD2.118.10
    UAL2.11-4.31
    EW2.0810.46

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:99.99M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.03%

    Performance & Risk

    YTD Return:6.70%
    5y Avg Return:13.51%
    Rank in Category (ytd):22
    % Rank in Category (ytd):2.84%
    Beta (3y):1.15
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback