Westcore Small-Cap Value (WTSVX)
14.83 0.08(0.54%) May 17
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||5.20%|
|Rank in Category (ytd):||86|
|% Rank in Category (ytd):||22.69%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund invests primarily in dividend paying, small-cap companies that appear to be undervalued based on various financial measures/ratios with improving business prospects due to strong company and industry dynamics. Under normal circumstances, at least eighty percent (80%) of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in small-cap companies. It currently considers "small-cap companies" to be those included in, or similar in size to those included in its benchmark index, the Russell 2000 Value Index, at the time of purchase. View More