Dow Down 0.92% Nasdaq Down 0.83%

Westcore MIDCO Growth (WTMGX)

6.72 Down 0.10(1.47%) Oct 22
Prev Close:6.82
YTD Return*:3.91%
Net Assets*:102.68M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WTMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MJN2.2615.36
UAL2.1720.20
TWTR2.07-21.35
GMCR2.0571.17
VAR2.032.95

Fund Basics

Morningstar Overall Rating:
Total Assets:102.68M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:3.91%
5y Avg Return:15.30%
Rank in Category (ytd):25
% Rank in Category (ytd):3.28%
Beta (3y):1.31
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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