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Westcore Micro-Cap Opportunity Fund

WTMIX:US
NASDAQ GM
19.67
USD
0.06
0.31%
As of 11/17/2017
Fund Type
Open-End Fund
52Wk Range
17.61 - 20.25
1 Yr Return
10.35%
YTD Return
3.85%
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Previous Close
19.61
52Wk Range
17.61 - 20.25
1 Yr Return
11.26%
YTD Return
3.85%
Fund Type
Open-End Fund
Objective
Value Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 11/17/2017)
19.67
Total Assets (m USD) (on 11/17/2017)
14.236
Inception Date
06/23/2008
Last Dividend (on 12/15/2016)
0.06472
Dividend Indicated Gross Yield
0.33%
Fund Managers
JON K TESSEO / PAUL A KUPPINGER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.30%

Top Fund Holdings

Name Position Value % of Fund
893.71 k 893.71 k 5.77
16.34 k 229.90 k 1.48
6.94 k 164.45 k 1.06
6.54 k 163.50 k 1.06
16.16 k 154.04 k 0.99
6.58 k 148.03 k 0.96
3.34 k 146.13 k 0.94
5.00 k 140.81 k 0.91
7.86 k 139.96 k 0.90
3.77 k 139.53 k 0.90
Profile
Westcore Micro-Cap Opportunity Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital appreciation. The Fund invests in common stock of micro-cap companies that appear to be undervalued. The portfolio management team uses proprietary investment model to identify such companies based on various financial measures and/or ratios.
Address
Westcore Trust
1290 Broadway, Suite 1100
Denver, CO 80203
Phone
-