Our Funds

At Westcore Funds, we offer a broad range of funds to help meet the specific investment objectives of our shareholders. For detailed information on a fund, click on its name. To compare funds, check up to four boxes and click Compare Checked Funds.

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Share Class:
Growth Equity Funds
Fund NameTickerStyleInception Date
(Low)
Risk Profile
(High)
Westcore Growth FundWTEIXLarge-Cap Growth6/1/1988Risk Spectrum: Moderate-High
Westcore MIDCO Growth Fund1WTMGXMid-Cap Growth8/1/1986Risk Spectrum: Moderate-High
Westcore Select Fund1WTSLXConcentrated Mid-Cap Growth10/1/1999Risk Spectrum: Moderate-High

Value Equity Funds
Fund NameTickerStyleInception Date
(Low)
Risk Profile
(High)
Westcore Blue Chip FundWTMVXLarge-Cap Core6/1/1988Risk Spectrum: Moderate
Westcore Mid-Cap Value Fund1WTMCXMid-Cap Value10/1/1998Risk Spectrum: Moderate-High
Westcore Small-Cap Opportunity Fund1WTSCXSmall-Cap Core12/28/1993Risk Spectrum: High
Westcore Small-Cap Value Fund1WTSVXSmall-Cap Value12/13/2004Risk Spectrum: High
Westcore Micro-Cap Opportunity Fund1WTMIXMicro-Cap Core6/23/2008Risk Spectrum: Moderate-High

International Equity Fund
Fund NameTickerStyleInception Date
(Low)
Risk Profile
(High)
Westcore International Frontier Fund1,2WTIFXInternational Small-Cap12/15/1999Risk Spectrum: High

Fixed Income Funds
Fund NameTickerStyleInception Date
(Low)
Risk Profile
(High)
Westcore Flexible Income Fund3WTLTXHigh Yield Bond6/1/1988Risk Spectrum: Low-Moderate
Westcore Plus Bond Fund3WTIBXIntermediate-Term Bond6/1/1988Risk Spectrum: Low
Westcore Colorado Tax-Exempt FundWTCOXMunicipal Single State6/1/1991Risk Spectrum: Low

Money Market
Fund NameTickerStyleInception Date
(Low)
Risk Profile
(High)
BlackRock Money MarketPNPXXMoney Market10/4/1989Risk Spectrum: Low



1 Investing in mid-, small-, micro-cap or non-diversified funds generally will be more volatile and loss of principal could be greater than investing in large-cap or more diversified funds.

2 Investing in foreign securities entails special risks, such as currency fluctuations and political uncertainties.

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

An investment in the BlackRock Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.  Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund. 

The BlackRock Money Market Portfolio is distributed by BlackRock Investments, Inc. and is not affiliated with ALPS Distributors, Inc.

The risk profile spectrum provides an approximate illustration of the relative volatility of the Westcore Family of Funds determined by using each fund's 5-year annualized standard deviation as of 12/31/09. If the fund's retail class has less than five years of operations as of that date, the standard deviation of the fund's benchmark index is used instead. Standard deviation is a statistical measure of the historical volatility of a fund, which we believe can assist in classifying a fund within a risk spectrum. The placement on the risk spectrum (Low to High) is based on the comparison of each Fund's standard deviation measure, as described above, in relation to the universe of funds with a 5-year standard deviation measure as obtained from a third-party fund database. We believe those measures are accurate but have not independently verified them. Please refer to the prospectus for each fund's specific risks. Also a fund's measure of volatility is subject to change without notice as market or economic conditions change, and such changes may include significant and nonrecurring volatility events. Historical volatility is not necessarily indicative of future volatility and there is no guarantee that in any time period any one fund will be more or less volatile than any other fund.