Westcore Global Large Cap Fund Quote
| WTMVX Fund | USD 12.29 0.05 0.41% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Westcore Global is trading at 12.29 as of the 24th of November 2024; that is 0.41 percent up since the beginning of the trading day. The fund's open price was 12.24. Westcore Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Westcore Global Large Cap 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.
Under normal circumstances, the fund will invest at least 80 percent of the value of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .. More on Westcore Global Large Cap
Moving together with Westcore Mutual Fund
| 0.76 | SBASX | Segall Bryant Hamill | PairCorr |
| 0.8 | SBHAX | Segall Bryant Hamill | PairCorr |
| 0.76 | SBHCX | Segall Bryant Hamill | PairCorr |
Moving against Westcore Mutual Fund
Westcore Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Global Large Cap [WTMVX] is traded in USA and was established 24th of November 2024. Westcore Global is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 31.02 M in net assets with no minimum investment requirementsWestcore Global Large is currently producing year-to-date (YTD) return of 17.48% with the current yeild of 0.01%, while the total return for the last 3 years was 5.43%.
Check Westcore Global 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 Global Large Cap 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 Global Large Cap Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| AEP | American Electric Power | Stock | Utilities | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| CRL | Charles River Laboratories | Stock | Health Care | |
| AON | Aon PLC | Stock | Financials | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| ALC | Alcon AG | Stock | Health Care |
Westcore Global Large Risk Profiles
| Mean Deviation | 0.5596 | |||
| Semi Deviation | 0.6816 | |||
| Standard Deviation | 0.7343 | |||
| Variance | 0.5391 |
Westcore Global Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Global 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 Global security.
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