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Westcore Plus Bond Retail

WTIBX
10.83
+0.01
+0.09%
5/23/2016
5 Years
  • Previous Close

    10.82

  • Net Assets

    1.24B

  • Yield

    3.19%

  • 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

Kenneth Harris

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. Under normal circumstances, the fund 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. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.

Purchase Information

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

Inception

6/1/1988

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