Westcore Trust MIDCO Growth Fund

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

U.S. News evaluated 223 Mid-Cap Growth 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 45.00 percent over the past year, 13.61 percent over the past three years, 28.19 percent over the past five years, and 8.67 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 9.9%
1 Year 45.0%
3 Years (Annualized) 13.6%
5 Years (Annualized) 28.2%
10 Years (Annualized) 8.7%

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Summary

The investment seeks long-term capital appreciation. The fund emphasizes investments in medium-sized companies that have attractive growth prospects for earnings and/or cash flows. It normally invests at least 80% of the value of its net assets plus any borrowings for investment purposes in mid-cap companies which are included in, or similar in size to those included in Russell Midcap® Growth Index. 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

Fees are Low compared to funds in the same category.
Westcore Trust MIDCO Growth Fund has an expense ratio of 0.87 percent.

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Risk

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

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