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    Westcore MIDCO Growth Retail (WTMGX)

    5.74 Down 0.05(0.86%) Aug 3
    Prev Close:5.79
    YTD Return*:7.08%
    Net Assets*:98.65M
    Yield*:N/A

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    TSLA2.14N/A
    DATA2.01N/A
    AMG1.98N/A
    UA1.95N/A
    BMRN1.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:98.65M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.03%

    Performance & Risk

    YTD Return:7.08%
    5y Avg Return:15.86%
    Rank in Category (ytd):33
    % Rank in Category (ytd):4.29%
    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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