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Westcore Select Retail

WTSLX
21.65
+0.10
+0.46%
8/23/2016
5 Years
  • Previous Close

    21.55

  • Net Assets

    44.92M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.09%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    High

  • Morningstar Rating ★★
Profile

Name of Issuer

Westcore

Fund Style

Open

Fund Manager

Craig Juran

Investment Style

Medium Growth

The investment seeks to achieve long-term growth of capital through a limited number of investments in primarily medium-sized companies selected for their growth potential. The fund invests primarily in the common stock of a limited number of medium-sized companies (typically 20-35 under normal market conditions) that the portfolio management team believes possess a competitive advantage in the global marketplace, with the potential for high returns on capital and long-term growth. It invests primarily in medium-sized companies but may also invest in companies with smaller market capitalizations.

Purchase Information

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

Inception

10/1/1999

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