WTSVX Rating, Research - Westcore Small-Cap Value

Westcore Small-Cap Value (wtsvx)

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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 = 18

Threats + Weaknesses = 10

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. It normally invests 90% in stocks (see stock research) and 10% in bonds. The funds non-diversified.

Management Analysis Update

Performance Analysis Update