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    Westcore MIDCO Growth Retail (WTMGX)

    5.32 Up 0.14(2.70%) Aug 27
    Prev Close:5.18
    YTD Return*:7.82%
    Net Assets*:99.31M
    Yield*:N/A

    * As of 31-Jul-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    UA2.31N/A
    TSLA2.12N/A
    BMRN2.08N/A
    ENDP2.02N/A
    FISV2.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:99.31M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.03%

    Performance & Risk

    YTD Return:7.82%
    5y Avg Return:14.41%
    Rank in Category (ytd):40
    % Rank in Category (ytd):5.22%
    Beta (3y):1.00
    Morningstar Risk Rating:4

    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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