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Westcore MIDCO Growth (WTMGX)

7.11 Down 0.03(0.42%) Sep 19
Prev Close:7.14
YTD Return*:7.07%
Net Assets*:102.68M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for WTMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MJN2.2614.77
UAL2.2232.14
PRGO.IR2.21-2.73
VAR2.059.55
BWA1.9712.81

Fund Basics

Morningstar Overall Rating:
Total Assets:102.68M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:7.07%
5y Avg Return:17.43%
Rank in Category (ytd):30
% Rank in Category (ytd):3.93%
Beta (3y):1.35
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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