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Mutual Fund
Basics
Bond Fund
Basics
Types of
Mutual Funds
Investing for a
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Benefits of
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Investing for
the Long Term
Glossary
of Terms

Types of Mutual Funds

Domestic Equity Funds

Equity Growth Funds

Equity Value Funds

International Equity Funds

Bond Funds

Mutual funds can be categorized as either domestic or international, then into three main categories: equity funds, bond funds, and money market funds. Equity funds can be broken down further into two groups: growth funds and value funds.

Domestic Equity Funds
Domestic funds generally invest in companies within the United States.

Equity Growth Funds
Growth funds emphasize stocks believed to have the potential for above-average earnings growth and capital appreciation.
  
Equity
Value Funds
Value funds emphasize stocks believed to be undervalued and have improving business prospects due to strong company and industry dynamics. Value funds invest in companies believed to be mispriced compared to the rest of the market.

International Equity Funds
International funds generally invest in companies outside of the United States.

Bond Funds
Bond funds generally invest in government and corporate debt securities.

Westcore Funds offers four equity growth funds, three equity value funds, three bond funds, and one money market fund.

Westcore Equity Growth Funds include:
Westcore MIDCO Growth Fund
Westcore Growth Fund
Westcore Select Fund

Westcore International Equity Fund includes:
Westcore International Frontier Fund

Westcore Equity Value Funds include:
Westcore Blue Chip Fund
Westcore Mid-Cap ValueFund
Westcore Small-Cap Opportunity Fund
Westcore Small-Cap Value Fund

Westcore Bond Funds include:
Westcore Flexible Income Fund
Westcore Plus Bond Fund
Westcore Colorado Tax-Exempt Fund

BlackRock Money Market Portfolio

This information should not be construed as investment advice. Investors must consider their own situation before making an investment decision.

An investor should consider investment objectives, risks, charges and expenses before investing. To obtain a prospectus, which contains this and other important information, please call 1-800-392-CORE (2673) or visit us online at www.westcore.com. Please read the prospectus carefully before investing.

Westcore Funds are distributed by ALPS Distributors, Inc.  

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