3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#169 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.16 percent over the past year, 12.90 percent over the past three years, 17.73 percent over the past five years, and 7.24 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.5%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||7.2%|
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of large-cap companies. It focuses on companies with market capitalizations of $2 billion and above at the time of purchase, and that the team believes possess a competitive advantage in the global marketplace, with the potential for high returns on capital and long-term growth. The fund expects to only invest in securities of companies whose stock is traded on U.S. markets, including depository receipts or shares issued by companies incorporated outside of the United States (e.g., ADRs).
Fees are Average compared to funds in the same category.
Westcore Trust Growth Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.