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Westcore Small-Cap Value (WTSVX)

On Feb 10: 9.28 USD  Up 0.11 (1.20%)  
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 WESTCORE SMALL CAP VALUE FUND Delayed quote dataEdit
Net Asset Value:9.28
Trade Time:Feb 10
Change:Up 0.11 (1.20%)
Prev Close:9.28
YTD Return*:14.10%
Net Assets*:183.79M
Yield*:1.47%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for WTSVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:183.79M
Category:Small Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:14.10%
5y Avg Return:N/A
Rank in Category (ytd):288
% Rank in Category (ytd):79.78%
Beta (3y):1.21
Morningstar Risk Rating:Average
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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