WTMVX Rating, Research - Westcore Blue Chip

Westcore Blue Chip (wtmvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 111

Threats + Weaknesses = 82

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wtmvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Westcore Blue Chip (WTMVX) Description: WTMVX is a mutual fund, which is an investment that owns a basket of assets. The WTMVX mutual fund was provided by Westcore and this investment vehicle derives the majority of its value from equity holdings (stocks). Westcores mutual fund has a medium management tenure and is in the small fund size classification. WTMVXs minimum initial investment amount is $2500 while the IRA minimum is $1000. WTMVXs expense ratio is roughly 1%. The latest WTMVXs front end load was 0% and the back end load was 0%. The Westcore Blue Chip (WTMVX) mutual fund falls under the large-cap mixed category. WTMVX focuses its investments in USA and WTMVX is not affiliated with a particular industry or fund sector. The Westcore Blue Chip (WTMVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WTMVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WTMVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily at least 80% of assets in common stocks (see stock research) and other equity securities (see equity research) companies in the broad U.S. equity markets. It invests in securities of companies across market sectors and primarily seeks to maintain sector concentrations that approximate those of the Russell 3000 Index.

Management Analysis Update

Performance Analysis Update