Westcore Plus Bond Fund Quote

WTIBX Fund  USD 9.42  0.01  0.11%   

Performance

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Odds Of Distress

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Low
Westcore Plus is trading at 9.42 as of the 20th of March 2025; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.41. Westcore Plus 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th 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 bonds of varying maturities. Segall Bryant is traded on NASDAQ Exchange in the United States. More on Westcore Plus Bond

Moving together with Westcore Mutual Fund

  0.92MWTNX Metropolitan West TotalPairCorr
  0.99MWTSX Metropolitan West TotalPairCorr
  0.93PTTPX Pimco Total ReturnPairCorr
  0.93PTRRX Total ReturnPairCorr
  0.93PTRAX Total ReturnPairCorr
  0.99PTTRX Total ReturnPairCorr

Moving against Westcore Mutual Fund

  0.5VSMPX Vanguard Total StockPairCorr
  0.5VSTSX Vanguard Total StockPairCorr
  0.5VITSX Vanguard Total StockPairCorr
  0.47VFFSX Vanguard 500 IndexPairCorr
  0.45VTSAX Vanguard Total StockPairCorr
  0.45VTSMX Vanguard Total StockPairCorr

Westcore Mutual Fund Highlights

Fund ConcentrationIntermediate Core-Plus Bond, Segall Bryant & Hamill, Large, Intermediate Core-Plus Bond (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Westcore Plus Bond [WTIBX] is traded in USA and was established 20th of March 2025. 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 no minimum investment requirementsWestcore Plus Bond is currently producing year-to-date (YTD) return of 1.97% with the current yeild of 0.0%, while the total return for the last 3 years was 0.98%.
Check Westcore Plus Probability Of Bankruptcy

Instrument Allocation

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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