You are using an older browser version. Please use a supported version for the best MSN experience.

Westcore Plus Bond Retail

WTIBX
10.69
-0.01
-0.09%
2/11/2016
5 Years
  • Previous Close

    10.70

  • Net Assets

    1.23B

  • Yield

    3.26%

  • Front load

    None

  • Expenses

    0.55%

  • Category

    Intermediate-Term Bond

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Westcore

Fund Style

Open

Fund Manager

Troy Johnson

Investment Style

-

The investment seeks to achieve long-term total rate of return, consistent with preservation of capital, by investing primarily in investment-grade bonds of varying maturities. The fund invests primarily in investment-grade debt securities-those rated in the top four rating categories by at least one nationally recognized rating agency. The dollar-weighted average quality is expected to be "Baa" or better. A "Baa" rating typically is the lowest of the four investment-grade categories. It will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP 1,000

Inception

6/1/1988

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon