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    Westcore MIDCO Growth (WTMGX)

    5.37 Up 0.03(0.56%) Jan 23
    Prev Close:5.34
    YTD Return*:4.56%
    Net Assets*:95.13M
    Yield*:N/A

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    EW2.400.27
    MJN2.38-0.60
    GMCR2.13-0.32
    VAR2.050.59
    LNKD1.92-0.03

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:95.13M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:4.56%
    5y Avg Return:13.85%
    Rank in Category (ytd):75
    % Rank in Category (ytd):10.01%
    Beta (3y):1.20
    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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