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Westcore Plus Bond Institutional (WIIBX)

On Feb 10: 10.57 USD  Down 0.03 (0.28%)  
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 WESTCORE PLUS BOND FUND INSTI C Delayed quote dataEdit
Net Asset Value:10.57
Trade Time:Feb 10
Change:Down 0.03 (0.28%)
Prev Close:10.57
YTD Return*:12.04%
Net Assets*:131.71M
Yield*:4.24%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for WIIBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:131.71M
Category:Intermediate-Term Bond
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:12.04%
5y Avg Return:4.91%
Rank in Category (ytd):698
% Rank in Category (ytd):61.99%
Beta (3y):0.91
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term total return. 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. It normally invests at least 80% of net assets plus any borrowings for investment purposes in fixed income securities of varying maturities. The fund may (i) invest up to 35% of assets in below investment- grade securities, (ii) invest up to 20% in equity and equity related securities, generally in preferred stocks and (iii) invest up to 25% in foreign companies from developing and emerging markets.
Fund Profile


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