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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
Above Average
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 primarily in the common stock of a limited number of medium-sized companies (typically 20-35 under normal market conditions) that the portfolio management team believes possess a competitive advantage in the global marketplace, with the potential for high returns on capital and long-term growth. It invests primarily in medium-sized companies but may also invest in companies with smaller market capitalizations.


1 month+5.35% 3 years-4.96%
3 months-3.49% 5 years+1.31%
1 year-11.45% Since inception+9.05%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+1.31%+13.89%
Expense ratio1.10%1.26%
Risk 5 year sharpe ratio0.170.91
Net assets$38.3M$1.2B
Average market cap$11.8B$9.6B
Average P/E25.124.4
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. stock95.60%
International stock2.22%
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
ISRG Intuitive Surgical5.28%
FISV Fiserv Inc5.13%
ROST Ross Stores Inc4.92%
A Agilent Technologies Inc4.71%
WYNN Wynn Resorts4.43%
EXPE Expedia Inc4.30%
TDG TransDigm Group Inc4.14%
SABR Sabre Corp4.09%
VRSK Verisk Analytics Inc3.76%
BMRN Biomarin Pharmaceutical Inc3.74%