2 / 5 Stars
2 1 2 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#83 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap 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 31.60 percent over the past year, 10.80 percent over the past three years, 19.75 percent over the past five years, and 8.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||8.2%|
The investment seeks to achieve long-term capital appreciation by investing primarily in medium-sized growth companies. The fund emphasizes investments in medium-sized companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. Under normal circumstances, it invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in mid-cap companies. The fund currently considers "mid-cap companies" to be those included in, or similar in size to those included in its benchmark index, the Russell Midcap® Growth Index, at the time of purchase.
Fees are Low compared to funds in the same category.
Westcore Trust MIDCO Growth Fund has an expense ratio of 1.05 percent.
Risk is High compared to funds in the same category according to Morningstar.