Westcore Plus Bond Fund Quote

WIIBX Fund  USD 9.33  0.03  0.32%   

Performance

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Odds Of Distress

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Westcore Plus is trading at 9.33 as of the 29th of November 2024; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 9.3. Westcore Plus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Westcore Plus Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.. More on Westcore Plus Bond

Moving against Westcore Mutual Fund

  0.69WTSGX Westcore Small CapPairCorr
  0.68SBHVX Segall Bryant HamillPairCorr
  0.68SBRVX Segall Bryant HamillPairCorr
  0.66SBASX Segall Bryant HamillPairCorr
  0.66SBHCX Segall Bryant HamillPairCorr
  0.61SBHAX Segall Bryant HamillPairCorr

Westcore Mutual Fund Highlights

Fund ConcentrationSegall Bryant & Hamill Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Segall Bryant & Hamill, Large, Intermediate Core-Plus Bond (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Westcore Plus Bond [WIIBX] is traded in USA and was established 29th of November 2024. Westcore Plus is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 700.39 M in net assets with minimum initial investment of 250 K. Westcore Plus Bond is currently producing year-to-date (YTD) return of 3.46% with the current yeild of 0.0%, while the total return for the last 3 years was -0.82%.
Check Westcore Plus Probability Of Bankruptcy

Instrument Allocation

Westcore Plus Top Holders

DVOIXDividend Opportunities FundMutual FundAllocation--30% to 50% Equity
BNDIXTotal Return BondMutual FundNontraditional Bond
FLRUXInfrastructure Fund RetailMutual FundAllocation--15% to 30% Equity
IFAAXInfrastructure Fund AdviserMutual FundAllocation--15% to 30% Equity
DVOAXDividend Opportunities FundMutual FundAllocation--30% to 50% Equity
FLBDXTotal Return BondMutual FundNontraditional Bond
BNDAXTotal Return BondMutual FundNontraditional Bond
IFAIXInfrastructure Fund InstitutionalMutual FundAllocation--15% to 30% Equity
More Details

Westcore Plus Bond Risk Profiles

Westcore Plus Against Markets

Other Information on Investing in Westcore Mutual Fund

Westcore Plus 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 Plus security.
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