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Westcore Small-Cap Growth II Retail

WTSLX
21.88
+0.10
+0.46%
2/24/2017
5 Years
  • Previous Close

    21.78

  • Net Assets

    37.20M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.09%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    Above Average

  • Morningstar Rating
Profile

Name of Issuer

Westcore

Fund Style

Open

Fund Manager

Mitch Begun

Investment Style

Small Growth

The investment seeks to achieve long-term capital appreciation by investing primarily in small-capitalization growth companies. Under normal circumstances, the fund invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in small-capitalization companies. The adviser expects to only invest in securities of companies whose stock is traded on U.S. markets, including depository receipts or shares issued by companies incorporated outside of the United States (e.g., ADRs).

Purchase Information

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

Inception

10/1/1999

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