Westcore Micro Cap Opportunity (WTMIX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for WTMIX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||25.21%|
|Rank in Category (ytd):||87|
|% Rank in Category (ytd):||11.74%|
|Morningstar Risk Rating:||4|
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 MicrocapÂ® Index, at the time of purchase. View More