Westcore Small-cap is trading at 23.56 as of the 24th of November 2024; that is 1.38 percent up since the beginning of the trading day. The fund's open price was 23.24. Westcore Small-cap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Westcore Small Cap Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. More on Westcore Small Cap Growth
Westcore Small Cap Growth [WISGX] is traded in USA and was established 24th of November 2024. Westcore Small-cap is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 222.79 M in net assets with minimum initial investment of 250 K. Westcore Small Cap is currently producing year-to-date (YTD) return of 18.47%, while the total return for the last 3 years was -4.4%.
Check Westcore Small-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westcore Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westcore Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westcore Small Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Westcore Small Cap Growth Mutual Fund Constituents
Other Information on Investing in Westcore Mutual Fund
Westcore Small-cap financial ratios help investors to determine whether Westcore Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westcore with respect to the benefits of owning Westcore Small-cap security.