Westcore Blue Chip Dividend Fund

Scorecard
2 / 5 Stars
Lipper
2 1 5 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 492 Large Blend 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 13.55 percent over the past year, 13.31 percent over the past three years, 17.01 percent over the past five years, and 6.17 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.4%
1 Year 13.5%
3 Years (Annualized) 13.3%
5 Years (Annualized) 17.0%
10 Years (Annualized) 6.2%

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Summary

The investment seeks long-term capital appreciation. The fund emphasizes investments in global, large-cap, well-established dividend-paying companies that meet the team's investment criteria based on various financial measures/ratios and have improving business prospects due to strong company and industry dynamics. It normally invests at least 80% of the value of its net assets in stocks of large, well-established, dividend-paying companies, as measured at the time of purchase.

Fees

Fees are Above Average compared to funds in the same category.
Westcore Blue Chip Dividend Fund has an expense ratio of 0.92 percent.

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Risk

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

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