Westcore MIDCO Growth (WTMGX)
* As of 31-Dec-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:||13.85%|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||10.01%|
|Morningstar Risk Rating:||5|
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