3 / 5 Stars
4 4 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#51 in Small Blend
U.S. News evaluated 229 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 25.24 percent over the past year, 15.77 percent over the past three years, and 20.61 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation by investing in micro-cap companies whose stocks appear to be undervalued. The fund invests primarily in the common stock of micro-cap companies that the portfolio management team believes to be undervalued. Under normal circumstances at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, is invested in micro-cap companies. 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 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.