3 / 5 Stars
5 5 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 in Small Blend
U.S. News evaluated 228 Small Blend 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 30.89 percent over the past year, 14.80 percent over the past three years, and 25.21 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.1%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||25.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of micro-cap companies that appear to be undervalued. Under normal circumstances at least eighty percent (80%) of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in micro-cap companies. It currently considers "micro-cap companies" to be those companies included in, or similar in size to those included in its benchmark index, the Russell Microcap® Index, at the time of purchase.
Fees are Above Average compared to funds in the same category.
Westcore Micro Cap Opportunity Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.