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Mutual Fund Insights: Westcore International Frontier Fund (WTIFX)

In-depth Analysis of Westcore International Frontier Fund (WTIFX)

Mutual fund chart: Westcore International Frontier Fund (WTIFX)

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1 year
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See Westcore International Frontier Fund (WTIFX) performance details as of January 31, 2010

  

    Last Trade: $11.88 on 3/19/2010, Change: +0.05 (0.42%)

  

Fund Manager - John C. Fenley

Fund Manager Tenure: 6.5 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Fenley is vice president of Denver Investment Advisors, serves as a portfolio manager for Bee & Associates, a division of Denver Investment Advisors (DIA), his employer since 2000. Prior to his work at DIA, Fenley was the lead portfolio manager at Hansberger Global Investors. Previous to this, he was a portfolio manager and analyst at Sun Trust and Fifth Third Bancorp. has 16 years of total professional experience. Fenley holds the Chartered Financial Analyst designation.  Get more insights on John C. Fenley

  

What we like about Westcore International Frontier Fund (WTIFX) What we like about Westcore International Frontier Fund (WTIFX)

Data for Westcore International Frontier Fund (WTIFX) as of January 31, 2010

  • Westcore International Frontier Fund (WTIFX) management has been with Westcore International Frontier Fund for 6.5 years
  • Westcore International Frontier Fund (WTIFX) has good short-term performance (1-year return 61.49% vs 55.41% Foreign Small/Mid Growth category average)
  • Westcore International Frontier Fund (WTIFX) has good mid-term performance (3-year return -6.31% vs -7.91% Foreign Small/Mid Growth category average)
  • Westcore International Frontier Fund (WTIFX) ratio of up-years vs down years is greater than 2
  • Westcore International Frontier Fund (WTIFX) has an annual stock turnover rate of 70.00% vs Foreign Small/Mid Growth average of 98.05%. It is good that Westcore International Frontier management does not trade extensively for its return.
  • Westcore International Frontier Fund (WTIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 27.61, lower than category average of 27.85
  • Westcore International Frontier Fund (WTIFX) has a lower management fee than its Foreign Small/Mid Growth average: 1.50% vs 1.63%
  • Westcore International Frontier Fund (WTIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Westcore International Frontier Fund (WTIFX) What we are cautious about Westcore International Frontier Fund (WTIFX)

Data for Westcore International Frontier Fund (WTIFX) as of January 31, 2010

  • Westcore International Frontier Fund is a focused fund with 43.83% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Westcore International Frontier Fund (WTIFX) has a less-than-ideal Long-term performance (5-year return 3.18% vs 5.17% Foreign Small/Mid Growth category average)
  • Westcore International Frontier Fund (WTIFX) has a Morningstar rating of 3 and below
See Westcore International Frontier Fund (WTIFX) performance details as of January 31, 2010

  

  

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Below are some additional Foreign Small/Mid Growth mutual funds generated out of our database

  

Westcore International Frontier Fund (WTIFX) Net Asset

Track net asset change of Westcore International Frontier fund (WTIFX)

DateNet Asset
01/2010$31.13M
11/2009$31.78M
10/2009$31.03M
More historic net asset information on Westcore International Frontier Fund (WTIFX)

  

Westcore International Frontier Fund (WTIFX) Portfolio Allocation

Track portfolio allocation change of Westcore International Frontier fund (WTIFX)

DateCashStockBondOther
10/20093.5%95.45%0%1.05%
09/20095.05%94.74%0%0.21%
08/20095.61%94.39%0%0%
Click here to see more historic asset allocation information on Westcore International Frontier Fund (WTIFX)

  

Most Recent Top 10 Holdings in Westcore International Frontier Fund (WTIFX)

Discover what Westcore International Frontier Fund (WTIFX) manager is buying

31-Oct-09
Cardno Ltd [5.77%]
Diploma PLC [5.16%]
Morgan Sindall PLC [5.13%]
IG GRP HLDGS ORD [4.92%]
ANDRITZ AG [4.79%]
SAIC INC [4.6%]
Russell Midcap Value Index [4.47%]
SWEDISH EXPORT [4.24%]
Home Capital Group [4.12%]
Wirecard AG [3.97%]

30-Sep-09
Cardno Ltd [5.77%]
Fidelity Instl MM Fds Government I [5.04%]
SAIC INC [4.97%]
Indutrade AB [4.95%]
Diploma PLC [4.55%]
Morgan Sindall PLC [4.52%]
SWEDISH EXPORT [4.31%]
Wirecard AG [4.28%]
ANDRITZ AG [4.26%]
IG GRP HLDGS ORD [4.22%]

31-Aug-09
Cardno Ltd [6.05%]
Fidelity Instl MM Fds Government I [5.57%]
Morgan Sindall PLC [5.2%]
SAIC INC [5.16%]
IG GRP HLDGS ORD [4.86%]
Diploma PLC [4.47%]
Indutrade AB [4.44%]
London Capital Group Holdings PLC [4.41%]
SWEDISH EXPORT [4.27%]
ANDRITZ AG [4.16%]
Click here for Stock Holding Change Map in Westcore International Frontier Fund (WTIFX)

  

Related books and products to Westcore International Frontier Fund (WTIFX)

  

Latest News on Westcore International Frontier (WTIFX)

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