Westcore MIDCO Growth (WTMGX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.03%|
Performance & Risk
|5y Avg Return:||14.21%|
|Rank in Category (ytd):||42|
|% Rank in Category (ytd):||5.37%|
|Morningstar Risk Rating:||4|
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