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Westcore Select (WTSLX)

23.67 Up 0.27(1.15%) Apr 15
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Prev Close:23.67
YTD Return*:3.39%
Net Assets*:111.38M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WTSLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPLK3.649.07
BWA3.3013.03
WYNN3.2717.62
TRIP3.2215.36
PCYC3.051.55

Fund Basics

Morningstar Overall Rating:
Total Assets:111.38M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.08%

Performance & Risk

YTD Return:3.39%
5y Avg Return:19.20%
Rank in Category (ytd):9
% Rank in Category (ytd):1.19%
Beta (3y):1.39
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in the common stock of 20-35 companies that have attractive growth prospects. It invests primarily in mid-cap companies but may also invest in smaller market capitalization companies. Medium-sized companies are companies whose market capitalizations are similar in size to those included in the Russell Midcap® 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). It is non-diversified. View More
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