Westcore Blue Chip Dividend Fund

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

#216 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Westcore funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 18.23 percent over the past year, 13.09 percent over the past three years, 14.24 percent over the past five years, and 6.33 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 18.2%
3 Years (Annualized) 13.1%
5 Years (Annualized) 14.2%
10 Years (Annualized) 6.3%

See more WTMVX performance

Summary

The investment seeks to achieve long-term capital appreciation primarily through investments in large, well-established dividend-paying companies. The fund emphasizes investments in global, large well-established, dividend-paying companies that meet the portfolio management team's investment criteria based on various financial measures/ratios and have improving business prospects due to strong company and industry dynamics. It will invest, under normal circumstances, at least eighty percent (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 1.10 percent.

See more WTMVX fees

Risk

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

See more WTMVX risk