Westcore MIDCO Growth (WTMGX)
* As of 28-Feb-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.03%|
Performance & Risk
|5y Avg Return:||14.94%|
|Rank in Category (ytd):||7|
|% Rank in Category (ytd):||0.9%|
|Morningstar Risk Rating:||5|
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