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Westcore Growth Retail (WTEIX) Fund Ranking and Research

Ranking, Research and Recommendation of Westcore Growth Retail (WTEIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Westcore Growth Retail Fund (WTEIX) ManagerFund Manager - Craig W. Juran

Fund Manager Information

Fund Manager Tenure: 14.0 years
Fund Family: Westcore
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Westcore Growth Retail Fund (WTEIX) ProfileWestcore Growth Retail Fund (WTEIX) Profile

Fund Profile and Description

Westcore Growth Retail Fund seeks long-term capital appreciation. Westcore Growth Retail Fund invests primarily in the common stock of large-cap companies, but can also invest in mid-cap companies. It focuses on companies with market capitalizations of $2 billion and above at the time of purchase 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. Westcore Growth Retail Fund expects to only invest in securities of companies whose stock is traded on U.S. markets, including depository receipts or shares issued by companies incorporated outside of the U.S. (e.g., ADRs).

 

Westcore Growth Retail (WTEIX) Fund Strength What we like about Westcore Growth Retail (WTEIX) Fund

Data for Westcore Growth Retail Fund (WTEIX) as of May 30, 2016

  • Westcore Growth Retail Fund (WTEIX) management has been with Westcore Growth Retail Fund for 14.0 years
  • Westcore Growth Retail Fund (WTEIX) ratio of up-years vs down years is greater than 2
  • Westcore Growth Retail Fund (WTEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.7, lower than category average of 12.75
  • Westcore Growth Retail Fund (WTEIX) has a lower expense ratio than its Large Growth average: 1.15% vs 1.17%
  • Westcore Growth Retail Fund (WTEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Westcore Growth Retail Fund (WTEIX) Weakness What we are cautious about Westcore Growth Retail (WTEIX) Fund

Data for Westcore Growth Retail Fund (WTEIX) as of May 30, 2016

  • Westcore Growth Retail Fund (WTEIX) has a less-than-ideal short-term performance (1-year return -3.50% vs -1.74% Large Growth category median performance)
  • Westcore Growth Retail Fund (WTEIX) has a less-than-ideal mid-term performance (3-year return 9.32% vs 10.74% Large Growth category median performance)
  • Westcore Growth Retail Fund (WTEIX) has a less-than-ideal Long-term performance (5-year return 9.20% vs 10.14% Large Growth category median performance)
  • Westcore Growth Retail Fund (WTEIX) has a Morningstar rating of 3 and below
  • Westcore Growth Retail Fund (WTEIX) is less safe compared to its Large Growth peers
  • Westcore Growth Retail Fund (WTEIX) has an annual stock turnover rate of 96.00% that is higher than the Large Growth average of 50.46%. This could mean Westcore Growth Retail is more nimble, but also signal potential high tax impact and high trading fees
See Westcore Growth Retail Fund (WTEIX) performance details as of May 30, 2016

 

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Compare Westcore Growth Retail Fund (WTEIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Westcore Growth Retail-1.34-3.509.329.20
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Westcore Growth Retail Fund (WTEIX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Westcore Growth Retail Fund (WTEIX) Net Asset TrackingWestcore Growth Retail (WTEIX) Fund Net Asset

Track net asset change of Westcore Growth Retail fund (WTEIX)

DateNet Asset
05/2016$26.76M
03/2016$27.52M
02/2016$26.47M
More historic net asset information on Westcore Growth Retail Fund (WTEIX)

  

Graph of Westcore Growth Retail Fund (WTEIX) Portfolio TrackingWestcore Growth Retail (WTEIX) Fund Portfolio Allocation

Track portfolio allocation change of Westcore Growth Retail fund (WTEIX)

DateCashStockBondOther
04/20162.35%97.65%0%0%
02/20162.1%96.61%0%1.29%
01/20161.63%97.12%0%1.25%
Click here to see more historic asset allocation information on Westcore Growth Retail Fund (WTEIX)

 

graph of Westcore Growth Retail Fund (WTEIX) Top 10 Position TrackingTop 10 Holdings in Westcore Growth Retail (WTEIX) Fund

Discover what Westcore Growth Retail Fund (WTEIX) manager is buying

Apr 29, 2016
Apple Inc. [6.92%]
Alphabet Inc. [5.93%]
Facebook, Inc. [4.59%]
Amazon.com, Inc. [4.3%]
Visa Inc. [3.92%]
Home Depot, Inc. (The) Common S [3.68%]
Celgene Corporation [3.43%]
Gilead Sciences, Inc. [3%]
Schlumberger N.V. Common Stock [2.73%]
EOG Resources, Inc. Common Stoc [2.7%]

Feb 28, 2016
Apple Inc. [7.24%]
Alphabet Inc. [5.72%]
Facebook, Inc. [5.37%]
Amazon.com, Inc. [4.9%]
Home Depot, Inc. (The) Common S [4.17%]
Visa Inc. [3.73%]
Celgene Corporation [3.39%]
Gilead Sciences, Inc. [3.01%]
Broadcom Limited [2.89%]
Union Pacific Corporation Commo [2.65%]

Jan 30, 2016
Apple Inc. [7.1%]
Alphabet Inc. [5.91%]
Facebook, Inc. [5.49%]
Amazon.com, Inc. [4.21%]
Home Depot, Inc. (The) Common S [4.11%]
Visa Inc. [3.74%]
Celgene Corporation [3.29%]
Broadcom Limited [2.81%]
Gilead Sciences, Inc. [2.78%]
The Priceline Group Inc. [2.7%]
Click here for Stock Holding Change Map in Westcore Growth Retail Fund (WTEIX)

  

Latest News on Westcore Growth Retail (WTEIX) Fund

See what is happening with Westcore Growth Retail Fund (WTEIX)

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Westcore Growth Retail Fund (WTEIX) Related ResourcesSee more information on Westcore Growth Retail (WTEIX) Fund

Popular pages on Westcore Growth Retail (WTEIX) Fund

  

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