Dow Down 0.56% Nasdaq Down 0.79%

Westcore MIDCO Growth Retail (WTMGX)

4.36 Down 0.05(1.13%) May 3
Prev Close:4.36
YTD Return*:-8.16%
Net Assets*:72.86M
Yield*:N/A

* As of 31-Mar-16

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

Top Holdings

Symbol% AssetsYTD Return %
FISV3.73N/A
SHW3.18N/A
ADS3.12N/A
UA3.11N/A
TSCO3.00N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:72.86M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.03%

Performance & Risk

YTD Return:-8.16%
5y Avg Return:3.47%
Rank in Category (ytd):95
% Rank in Category (ytd):12.91%
Beta (3y):1.11
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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