• FirefoxInstall the new Firefox »
  •  Dow Up 0.67% Nasdaq Up 0.73%

    Westcore MIDCO Growth (WTMGX)

    5.73 Down 0.04(0.69%) Feb 27
    Prev Close:5.73
    YTD Return*:-1.49%
    Net Assets*:93.34M
    Yield*:N/A

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MJN2.39-0.93
    UAL2.303.72
    VAR2.267.34
    TSLA2.08-5.16
    NFLX2.0529.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:93.34M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:-1.49%
    5y Avg Return:14.49%
    Rank in Category (ytd):30
    % Rank in Category (ytd):3.86%
    Beta (3y):1.14
    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