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    Westcore MIDCO Growth (WTMGX)

    5.73 Down 0.05(0.87%) May 29
    Prev Close:5.78
    YTD Return*:6.33%
    Net Assets*:98.67M
    Yield*:N/A

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    TSLA2.523.64
    NFLX2.4962.44
    MJN2.26-3.37
    LNKD2.19-11.44
    VAR2.112.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:98.67M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.03%

    Performance & Risk

    YTD Return:6.33%
    5y Avg Return:12.68%
    Rank in Category (ytd):10
    % Rank in Category (ytd):1.28%
    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. It invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in medium-sized companies. The adviser currently considers "medium-sized 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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