Higher Rates Still a Year Away

 

 

Morningstar.com recently featured the Westcore Plus Bond Fund in a Fund Manager Q&A with Portfolio Managers Mark McKissick, CFA, CPA* and Lisa Snyder, CFA. Together the Co-Managers share their insights on corporate bonds and the high yield market.

 

The Westcore Plus Bond Fund (WTIBX) focuses primarily on investment-grade corporate bonds and select government issued securities. Our fixed income investment team thoroughly analyzes potential investments and chooses only those they believe offer strong fundamentals and long-term stability. If you’re thinking of adding something new to your portfolio, the Westcore Plus Bond Fund may be worth your consideration. 

 

Also managed by our Fixed Income team is the Westcore Flexible Income Fund (WTLTX), a moderately aggressive bond fund that focuses on securities that produce income. Unlike many of its high-yield fund peers, the Fund invests primarily in higher-quality, below investment grade, corporate bonds. We believe this quality bias helps limit downside risk while still providing meaningful income for shareholders.

  

Click here to read the Morningstar Fund Manager Q&A article in its entirety.

 

Would you like to invest now? Opening an account with Westcore is easy. If you need assistance contact a Westcore Investor Service Representative at 800.392.CORE (2673). 


Article reprinted by permission of Morningstar, December 9, 2011.


The Westcore Flexible Income and Plus Bond Funds are subject to additional risk in that they may invest in high-yield/high-risk bonds and may be subject to greater levels of liquidity risk. Additionally, investing in bonds entails interest rate risk and credit risk.

 

CFA is a trademark owned by the CFA Institute.

 

Mark R. McKissick, CFA, CPA* is a registered representative of ALPS Distributors, Inc. 
*inactive.