WTSLX Rating, Research - Westcore Select

Westcore Select (wtslx)

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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 = 12

Threats + Weaknesses = 10

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

Fund Management Team

Fund Description Update

Westcore Select (WTSLX) Description: WTSLX is a mutual fund, which is an investment that owns a basket of assets. The WTSLX 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 average fund size classification. WTSLXs minimum initial investment amount is $2500 while the IRA minimum is $1000. WTSLXs expense ratio is roughly 1%. The latest WTSLXs front end load was 0% and the back end load was 0%. The Westcore Select (WTSLX) mutual fund falls under the mid-cap growth category. WTSLX focuses its investments in USA and WTSLX is not affiliated with a particular industry or fund sector. The Westcore Select (WTSLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WTSLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WTSLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth from capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of mid-cap companies, which are with market capitalizations between $1 billion to $15 billion at the time of purchase. It primarily invests in common stocks (see stock research) and real estate investment trusts.

Management Analysis Update

Westcore Select's executives / managers make better investing decisions, because their assets are invested along side their client's. Westcore Select's management team has a long history of working together. This helps ensure consistent future returns. The wtslx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Westcore Select has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update