Westcore Small Cap Growth Fund Quote
| WTSGX Fund | USD 19.18 0.03 0.16% |
PerformanceVery Weak
| Odds Of DistressLow
|
Westcore Small-cap is trading at 19.18 as of the 23rd of March 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 19.21. Westcore Small-cap 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. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. More on Westcore Small Cap Growth
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Westcore Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Small Growth Funds, Small Growth, Segall Bryant & Hamill (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Small Cap Growth [WTSGX] is traded in USA and was established 23rd of March 2025. Westcore Small-cap is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 222.79 M in net assets with no minimum investment requirementsWestcore Small Cap is currently producing year-to-date (YTD) return of 1.09%, while the total return for the last 3 years was -0.95%.
Check Westcore Small-cap 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 Small Cap Growth 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 Small Cap Growth Mutual Fund Constituents
| UPWK | Upwork Inc | Stock | Industrials | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| GLOB | Globant SA | Stock | Information Technology | |
| EGBN | Eagle Bancorp | Stock | Financials | |
| GNRC | Generac Holdings | Stock | Industrials | |
| PRLB | Proto Labs | Stock | Industrials | |
| TDOC | Teladoc | Stock | Health Care | |
| NTRA | Natera Inc | Stock | Health Care |
Westcore Small Cap Risk Profiles
| Mean Deviation | 1.03 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Risk Adjusted Performance | (0.14) |
Westcore Small-cap Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Small-cap 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 Small-cap security.
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