Westcore Small-Cap Value Dividend Retail (WTSVX)
16.57 0.07(0.42%) Dec 4
* As of 30-Nov-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:||19.08%|
|Rank in Category (ytd):||53|
|% Rank in Category (ytd):||14.29%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
The fund invests primarily in dividend-paying, small-cap companies that the team believes 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 dividend-paying 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 2000Â® Value Index, at the time of purchase. View More