Westcore Trust Flexible Income Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

#30 in High Yield Bond

U.S. News evaluated 179 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.58 percent over the past year, 7.53 percent over the past three years, 11.21 percent over the past five years, and 5.71 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 8.6%
3 Years (Annualized) 7.5%
5 Years (Annualized) 11.2%
10 Years (Annualized) 5.7%

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Summary

The investment seeks to achieve long-term total rate of return, primarily through investments in bonds, and to a lesser extent through convertible securities and high-yielding equities consistent with preservation of capital. The fund invests in a wide variety of income-producing securities, primarily through investments in bonds, and to a lesser extent through convertible bonds and equity securities, including both convertible and non-convertible preferred stock and common stock. It normally invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in income-producing securities.

Fees

Fees are Above Average compared to funds in the same category.
Westcore Trust Flexible Income Fund has an expense ratio of 0.85 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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