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Westcore Flexible Income Institutional (WILTX)

On Feb 10: 8.04 USD  Down 0.03 (0.37%)  
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 WESTCORE FLEXIBLE INCOME FUND I Delayed quote dataEdit
Net Asset Value:8.04
Trade Time:Feb 10
Change:Down 0.03 (0.37%)
Prev Close:8.07
YTD Return*:38.26%
Net Assets*:1.15M
Yield*:6.37%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for WILTX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:1.15M
Category:High Yield Bond
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:38.26%
5y Avg Return:1.68%
Rank in Category (ytd):412
% Rank in Category (ytd):75.87%
Beta (3y):1.09
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term total rate of return. The fund invests primarily in a wide variety of income-producing securities such as corporate bonds and notes, government securities and income-producing equity securities. It normally invests at least 80% of net assets plus any borrowings for investment purposes in income-producing securities. The fund may (i) invest up to 20% of assets in primarily dividend paying common stocks, (ii) own an unlimited amount of high-yield/high-risk bonds, and (iii) invest up to 25% in foreign issuers.
Fund Profile


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