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Westcore Select Fund Retail Class (WTSLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term growth of capital through a limited number of investments in primarily medium-sized companies selected for their growth potential. The fund invests in the common stock of 20 to 35 companies that the portfolio management team believes have attractive growth prospects. It invests primarily in medium-sized companies but may also invest in companies with smaller market capitalizations. The fund currently considers "medium-sized companies" to be companies whose market capitalizations, at the time of purchase, are similar in size to those included in its benchmark index, the Russell Midcap  Growth Index.


1 month-0.89% 3 years+1.11%
3 months+9.92% 5 years-2.80%
1 year-23.30% Since inception+9.33%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return-2.80%+7.57%
Expense ratio1.10%1.26%
Risk 5 year sharpe ratio-0.080.53
Net assets$47.6M$1.2B
Average market cap$13.5B$9.5B
Average P/E22.024.0
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyWestcore
Fund manager & tenureCraig Juran / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock100.00%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 18.88%
Healthcare 18.48%
Energy 14.91%
Industrial materials 14.59%
Hardware 10.51%
Top 10 Holdings
Portfolio weighting
FISV Fiserv Inc6.20%
UA Under Armour5.19%
UAL United Continental Holdings4.26%
ADS Alliance Data Systems Corp3.96%
WYNN Wynn Resorts3.89%
VRSK Verisk Analytics Inc3.86%
SHW Sherwin-Williams Co3.81%
TDG TransDigm Group Inc3.78%
ISRG Intuitive Surgical3.77%
DLTR Dollar Tree Inc3.74%

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