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Westcore Micro-Cap Opportunity Fund

WTMIX:US
NASDAQ GM
19.16
USD
0.10
0.52%
As of 9:29 AM EDT 9/22/2017
Fund Type
Open-End Fund
52Wk Range
15.67 - 19.25
1 Yr Return
17.01%
YTD Return
1.16%
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Previous Close
19.06
52Wk Range
15.67 - 19.25
1 Yr Return
16.26%
YTD Return
1.16%
Fund Type
Open-End Fund
Objective
Value Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/22/2017)
19.16
Total Assets (m USD) (on 09/22/2017)
14.233
Inception Date
06/23/2008
Last Dividend (on 12/15/2016)
0.06472
Dividend Indicated Gross Yield
0.34%
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
1.15 m 1.15 m 8.30
6.54 k 163.17 k 1.18
6.94 k 159.60 k 1.15
16.34 k 159.48 k 1.15
3.25 k 141.71 k 1.02
7.86 k 137.60 k 0.99
3.34 k 134.84 k 0.97
5.00 k 134.55 k 0.97
6.58 k 134.28 k 0.97
3.77 k 133.69 k 0.97
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 Funds
1290 Broadway
Suite 1100
Denver, CO 80203
Phone
1-800-392-2673