Westcore Global is trading at 12.28 as of the 1st of December 2024; that is 0.66 percent up since the beginning of the trading day. The fund's open price was 12.2. Westcore Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 12th of December 2022 and ending today, the 1st of December 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
Westcore Global Large Cap [WIMVX] is traded in USA and was established 1st of December 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 minimum initial investment of 250 K. Westcore Global Large is currently producing year-to-date (YTD) return of 19.41% with the current yeild of 0.01%, while the total return for the last 3 years was 6.44%.
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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
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.