• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 2.84% Nasdaq Down 2.94%

    Westcore Select Retail (WTSLX)

    22.69 Down 0.73(3.12%) Sep 1
    Prev Close:23.42
    YTD Return*:2.37%
    Net Assets*:78.76M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for WTSLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AMG4.40N/A
    TSLA3.88N/A
    UA3.86N/A
    NOW3.80N/A
    SIVB3.45N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:78.76M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.37%
    5y Avg Return:8.71%
    Rank in Category (ytd):91
    % Rank in Category (ytd):11.88%
    Beta (3y):1.00
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to achieve long-term growth of capital through a limited number of investments in primarily medium-sized companies selected for their growth potential. The fund invests in the common stock of 20 to 35 companies that the portfolio management team believes have attractive growth prospects. It invests primarily in medium-sized companies but may also invest in companies with smaller market capitalizations. The fund currently considers "medium-sized companies" to be companies whose market capitalizations, at the time of purchase, are similar in size to those included in its benchmark index, the Russell Midcap® Growth Index. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback