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 Dow Down 0.10% Nasdaq Up 0.23%
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Westcore Micro Cap Opportunity (WTMIX)

17.23 Up 0.13(0.76%) Apr 17
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Prev Close:17.10
YTD Return*:0.11%
Net Assets*:36.12M
Yield*:0.07%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WTMIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LBY0.9727.05
IQNT0.9132.03
UCTT0.9031.61
SBSI0.8818.00
AGM0.86-1.52

Fund Basics

Morningstar Overall Rating:
Total Assets:36.12M
Category:Small Blend
Annual Report Expense Ratio (net):1.30%

Performance & Risk

YTD Return:0.11%
5y Avg Return:25.21%
Rank in Category (ytd):87
% Rank in Category (ytd):11.74%
Beta (3y):1.31
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of micro-cap companies that appear to be undervalued. Under normal circumstances at least eighty percent (80%) of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in micro-cap companies. It currently considers "micro-cap companies" to be those companies included in, or similar in size to those included in its benchmark index, the Russell Microcap® Index, at the time of purchase. View More
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