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    Westcore MIDCO Growth (WTMGX)

    5.68 Down 0.05(0.87%) Apr 1
    Prev Close:5.73
    YTD Return*:6.70%
    Net Assets*:100.57M
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MJN2.404.08
    LNKD2.2517.29
    TSLA2.20-11.28
    VAR2.148.85
    NFLX2.0840.58

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:100.57M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.03%

    Performance & Risk

    YTD Return:6.70%
    5y Avg Return:14.94%
    Rank in Category (ytd):7
    % Rank in Category (ytd):0.9%
    Beta (3y):1.17
    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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