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Westcore Select Retail

WTSLX
20.26
-0.12
-0.59%
4/29/2016
5 Years
  • Previous Close

    20.38

  • Net Assets

    47.62M

  • 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 in the common stock of 20 to 35 companies that the portfolio management team believes have attractive growth prospects. It invests primarily in medium-sized companies but may also invest in companies with smaller market capitalizations. The fund currently considers "medium-sized companies" to be companies whose market capitalizations, at the time of purchase, are similar in size to those included in its benchmark index, the Russell Midcap® Growth Index.

Purchase Information

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

Inception

10/1/1999

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