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Westcore MIDCO Growth (WTMGX)

7.10 Up 0.04(0.57%) Aug 26
Prev Close:7.06
YTD Return*:2.11%
Net Assets*:98.82M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for WTMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MJN2.2611.50
UAL2.2223.53
PRGO.IR2.21-1.08
VAR2.055.41
BWA1.979.39

Fund Basics

Morningstar Overall Rating:
Total Assets:98.82M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:2.11%
5y Avg Return:17.00%
Rank in Category (ytd):29
% Rank in Category (ytd):3.79%
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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