Westcore MIDCO Growth (WTMGX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.05%|
Performance & Risk
|5y Avg Return:||28.02%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.26%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital appreciation.
The fund emphasizes investments in medium-sized companies that have attractive growth prospects for earnings and/or cash flows. It normally invests at least 80% of the value of its net assets plus any borrowings for investment purposes in mid-cap companies which are included in, or similar in size to those included in Russell MidcapÂ® Growth Index. The fund expects to only invest in securities of companies whose stock is traded on U.S. markets, including depository receipts or shares issued by companies incorporated outside of the United States (e.g., ADRs). View More