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Westcore Small-Cap Value Institutional (WISVX)

On Feb 10: 9.27 USD  Up 0.11 (1.20%)  
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 WESTCORE SMALL-CAP VALUE FUND I Delayed quote dataEdit
Net Asset Value:9.27
Trade Time:Feb 10
Change:Up 0.11 (1.20%)
Prev Close:9.16
YTD Return*:13.98%
Net Assets*:48.56M
Yield*:1.54%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for WISVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:48.56M
Category:Small Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:13.98%
5y Avg Return:N/A
Rank in Category (ytd):292
% Rank in Category (ytd):80.89%
Beta (3y):1.21
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund invests primarily in dividend paying small-cap companies with what the advisor believes is unrecognized potential and whose stocks appear to be undervalued. It normally invests at least 80% of net assets, plus any borrowings for investment purposes, in small-cap companies. For purposes of this policy, the fund currently considers small-cap companies to be those included in, or similar in size to those included in, Russell 2000 Value index.
Fund Profile


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