| 19.70 Net Asset Value | +1.03% 1 Day | +18.67% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.07% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -2.74% | 3 years | +3.92% | |
| 3 months | +2.52% | 5 years | +3.52% | |
| 1 year | +16.63% | Since inception | +11.19% |
| WTSLX | Category | |
|---|---|---|
| Performance 5-yr return | +3.52% | +6.62% |
| Expense ratio | 1.07% | 1.37% |
| Risk 5 year sharpe ratio | 0.22 | 0.32 |
| Net assets | $131.1M | $1.1B |
| Average market cap | $8.6B | $7.1B |
| Average P/E | 23.2 | 19.0 |
| Portfolio turnover | 167% | 167% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Westcore |
| Fund manager & tenure | F. Wiley Reed / 3 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 18.88% |
| Healthcare | 18.48% |
| Energy | 14.91% |
| Industrial materials | 14.59% |
| Hardware | 10.51% |
| SPLK Splunk Inc | 4.24% |
| LNKD LinkedIn Corp | 4.03% |
| RL Ralph Lauren Corp | 3.97% |
| EXPR Express, Inc. | 3.77% |
| WBC Wabco Holdings Incorporated | 3.58% |
| KORS Michael Kors Holdings Ltd | 3.47% |
| PCYC Pharmacyclics, Inc. | 3.35% |
| IT Gartner, Inc. Class A | 3.29% |
| KSU Kansas City Southern, Inc. | 3.29% |
| IR Ingersoll-Rand PLC | 3.26% |
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