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Westcore MIDCO Growth (WTMGX)

7.17 Up 0.02(0.28%) Nov 26
Prev Close:7.15
YTD Return*:6.32%
Net Assets*:100.83M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for WTMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MJN2.2721.04
TWTR2.14-36.83
UAL2.1343.48
NFLX2.045.50
WYNN2.03-0.49

Fund Basics

Morningstar Overall Rating:
Total Assets:100.83M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:6.32%
5y Avg Return:16.66%
Rank in Category (ytd):32
% Rank in Category (ytd):4.19%
Beta (3y):1.21
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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