Westcore Micro Cap Opportunity Fund

Class No Load (WTMIX)
3 / 5 Stars
5 5 2 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
B+ (Buy)

#89 in Small Blend

U.S. News evaluated 227 Small Blend 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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The fund has returned 36.76 percent over the past year, 15.37 percent over the past three years, and 27.07 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 36.8%
3 Years (Annualized) 15.4%
5 Years (Annualized) 27.1%
10 Years (Annualized) N/A

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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.

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

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