Fund Family Name |
Fund Name |
CUSIP |
Symbol |
|
Morningstar Prospectus Objective |
Min Initial Purchase |
Min Subsequent Purchase |
Min IRA Purchase |
Expense
Ratio |
12b-1 |
Sales
Charge |
Available to New Shareholders |
Available to Existing Shareholders |
Exchange In Eligible |
Foreign Purchase Eligible |
Westcore Funds |
WESTCORE BLUE
CHIP FUND - INSTL |
957904527 |
WIMVX |
Mutual Fund |
Growth and Income |
$ 500000 |
$ - |
$ 500000 |
0.98 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE
FLEXIBLE INCOME FUND - INSTL |
957904519 |
WILTX |
Mutual Fund |
Corporate Bond - General |
$ 500000 |
$ - |
$ 500000 |
0.74 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE GROWTH
FUND - INSTL |
957904634 |
WILGX |
Mutual Fund |
Growth |
$ 500000 |
$ - |
$ 500000 |
0.92 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE
MIDCO GROWTH FUND - INSTL |
957904204 |
WIMGX |
Mutual Fund |
Growth |
$ 500000 |
$ - |
$ 500000 |
0.93 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE PLUS
BOND FUND - INSTL |
957904485 |
WIIBX |
Mutual Fund |
Corporate Bond - High Quality |
$ 500000 |
$ - |
$ 500000 |
0.46 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE
SMALL-CAP OPPORTUNITIES INSTL |
957904592 |
WISCX |
Mutual Fund |
Small Company |
$ 500000 |
$ - |
$ 500000 |
1.08 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE
SMALL-CAP VALUE FUND INSTL |
957904493 |
WISVX |
Mutual Fund |
Small Company |
$ 500000 |
$ - |
$ 500000 |
1.21 |
0 |
None |
No |
Yes |
90 |
Y |
Westcore Funds |
WESTCORE BLUE CHIP FUND |
957904881 |
WTMVX |
Mutual Fund |
Growth and Income |
$ 2500 |
$ 25 |
$ 1000 |
1.13 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE COLORADO
TAX EXEMPT |
957904782 |
WTCOX |
Mutual Fund |
Municipal Bond - Single State |
$ 2500 |
$ 25 |
$ 1000 |
0.65 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE FLEXIBLE
INCOME FUND |
957904709 |
WTLTX |
Mutual Fund |
Corporate Bond - General |
$ 2500 |
$ 25 |
$ 1000 |
0.85 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE GROWTH |
957904667 |
WTEIX |
Mutual Fund |
Growth |
$ 2500 |
$ 25 |
$ 1000 |
1.03 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE INTERNAT- Mutual Fund - L FRONTIER |
957904550 |
WTIFX |
Mutual Fund |
Growth |
$ 2500 |
$ 25 |
$ 1000 |
1.5 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE
MICRO CAP OPPORTUNITY FUND |
957904477 |
WTMIX |
Mutual Fund |
Growth |
$ 2500 |
$ 25 |
$ 1000 |
1.3 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE MID CAP
VALUE FUND |
957904584 |
WTMCX |
Mutual Fund |
Growth |
$ 2500 |
$ 25 |
$ 1000 |
1.19 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE MIDCO GROWTH |
957904717 |
WTMGX |
Mutual Fund |
Growth |
$ 2500 |
$ 25 |
$ 1000 |
1.03 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE PLUS BOND FUND |
957904675 |
WTIBX |
Mutual Fund |
Corporate Bond - High Quality |
$ 2500 |
$ 25 |
$ 1000 |
0.55 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE SELECT |
957904576 |
WTSLX |
Mutual Fund |
Growth |
$ 2500 |
$ 25 |
$ 1000 |
1.15 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE SMALL
CAP OPPORTUNITY |
957904618 |
WTSCX |
Mutual Fund |
Small Company |
$ 2500 |
$ 25 |
$ 1000 |
1.3 |
0 |
None |
Yes |
Yes |
Y |
Y |
Westcore Funds |
WESTCORE SMALL CAP
VALUE FUND |
957904535 |
WTSVX |
Mutual Fund |
Small Company |
$ 2500 |
$ 25 |
$ 1000 |
1.3 |
0 |
None |
Yes |
Yes |
Y |
Y |