Westcore Micro Cap Opportunity (WTMIX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for WTMIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||27.07%|
|Rank in Category (ytd):||72|
|% Rank in Category (ytd):||9.68%|
|Morningstar Risk Rating:||3|
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