Westcore Flexible Income Fund Quote

WILTX Fund  USD 8.67  0.01  0.12%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Westcore Flexible is trading at 8.67 as of the 22nd of March 2025; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 8.66. Westcore Flexible has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. 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 high yield securities. It may invest up to twenty-five percent in non-U.S. dollar-denominated securities. More on Westcore Flexible Income

Moving together with Westcore Mutual Fund

  0.93SBAPX Segall Bryant HamillPairCorr
  0.73SBEMX Segall Bryant HamillPairCorr
  0.73SBHEX Segall Bryant HamillPairCorr

Moving against Westcore Mutual Fund

  0.54WTSGX Westcore Small CapPairCorr
  0.41SBHCX Segall Bryant HamillPairCorr
  0.39SBASX Segall Bryant HamillPairCorr
  0.35SBHAX Segall Bryant HamillPairCorr
  0.34SBHVX Segall Bryant HamillPairCorr
  0.33SBRAX Segall Bryant HamillPairCorr

Westcore Mutual Fund Highlights

Fund ConcentrationSegall Bryant & Hamill Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Segall Bryant & Hamill (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Westcore Flexible Income [WILTX] is traded in USA and was established 22nd of March 2025. Westcore Flexible is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 68.53 M in net assets with minimum initial investment of 250 K. Westcore Flexible Income is currently producing year-to-date (YTD) return of 1.65% with the current yeild of 0.0%, while the total return for the last 3 years was 5.0%.
Check Westcore Flexible Probability Of Bankruptcy

Instrument Allocation

Westcore Flexible Income Risk Profiles

Westcore Flexible Against Markets

Other Information on Investing in Westcore Mutual Fund

Westcore Flexible 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 Flexible security.
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