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    Westcore MIDCO Growth Retail (WTMGX)

    3.78 Down 0.14(3.57%) Feb 8
    Prev Close:3.78
    YTD Return*:-11.51%
    Net Assets*:71.30M
    Yield*:N/A

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    FISV2.93N/A
    LNKD2.83N/A
    NOW2.68N/A
    FRC2.60N/A
    UA2.60N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:71.3M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.03%

    Performance & Risk

    YTD Return:-11.51%
    5y Avg Return:3.96%
    Rank in Category (ytd):92
    % Rank in Category (ytd):12.55%
    Beta (3y):1.13
    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. It invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in medium-sized companies. The adviser currently considers "medium-sized 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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