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    Westcore MIDCO Growth (WTMGX)

    5.44 Up 0.04(0.74%) Dec 19
    Prev Close:5.40
    YTD Return*:6.92%
    Net Assets*:100.72M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WTMGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UAL2.3456.97
    MJN2.2824.16
    GMCR2.2783.80
    EW2.23101.34
    WYNN2.01-7.06

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:100.72M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:6.92%
    5y Avg Return:15.63%
    Rank in Category (ytd):56
    % Rank in Category (ytd):7.46%
    Beta (3y):1.20
    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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