Investment Minimums & Share Classes
Investment Minimums
| To open a new regular account |
$2,500 |
| To open a new retirement, education2 or UGMA/UTMA account |
$1,000 |
| To open an Automatic Investment Plan Account |
$1,000 |
| Automatic Investments |
$25 per month per Fund |
| To add to any type of account |
$25 |
Investment Minimums
| To open a new regular account |
$500,000 |
| To open a new retirement, education2 or UGMA/UTMA account |
$500,000 |
| To open an Automatic Investment Plan Account |
$500,000 |
Return to Invest with Us
The Funds reserve the right to change the amount of these minimums from time to time or to waive them in whole or in part, including the right to waive the Institutional Class minimums, if in the Advisor’s sole opinion, the investor has adequate intent and availability of assets to reach a future level of investment in the Fund that is equal to or greater than the minimum.
1Existing accounts and automatic investment plans established before October 1, 2000 are entitled to reduced investment minimums: $1,000 for existing regular accounts; $250 for existing retirement or UGMA/UTMA accounts.
2A description of the retirement and education accounts available for investment in the Westcore Funds may be found in the SAI for the Funds. Please see the back cover of the prospectus for the telephone number, mailing address and e-mail address where you can obtain a free copy of the SAI.
