• FirefoxUpgrade to the new Firefox »
  •  Dow Down 0.06% Nasdaq Up 0.42%

    Westcore MIDCO Growth (WTMGX)

    5.77 0.00(0.00%) Feb 26
    Prev Close:5.77
    YTD Return*:-1.49%
    Net Assets*:93.34M
    Yield*:N/A

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    UAL2.323.72
    VAR2.217.34
    GMCR2.18-5.50
    LNKD2.14-2.24
    RL2.07-9.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:93.34M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:-1.49%
    5y Avg Return:14.49%
    Rank in Category (ytd):30
    % Rank in Category (ytd):3.86%
    Beta (3y):1.14
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback