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Westcore Plus Bond Fund (WTIBX)
received a Overall Morningstar RatingTM
among 965 Intermediate-Term Bond funds as of 3/30/08.

The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Ratings metrics.

Focused on minimizing expenses, maximizing returns:
Low Expenses: Capped at 0.55% for Plus Bond
Independent Research: Company-by-company credit analysis aimed at
uncovering value
Veteran Management Team: Broad expertise in research, security selection and portfolio construction

 

Average Annual Total Returns for the Periods Ended 6/30/07
One-Year
Three-Year
Five-Year
Ten-Year
Since Inception
30-Day
SEC Yield*
Westcore Plus Bond Fund

4.95%

5.12%

6.22%

6.18%

7.00%
(6/1/88)

4.66%

*Without fee waivers and/or expense reimbursements, yield would have been 4.42%.

The performance data quoted represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the performance quoted. To obtain current performance as of the most recent month-end, please call 1-800-392-CORE (2673) or visit us online at www.westcore.com. Average annual total returns and yield figures reflect the reinvestment of dividends, capital gains distributions, all fee waivers and expense reimbursements. Without the fee waivers and expense reimbursements, total return and yield figures would have been lower. The performance data quoted does not reflect the deduction of the 2% redemption fee imposed if shares are redeemed or exchanged within 90 days of purchase. If imposed, the fee would reduce the performance quoted. Total return and yield figures represent past performance. Investment return and principal value will vary, and shares, when redeemed, may be worth more or less than their original cost.


Diversify Your Portfolio with these Westcore Stars!

Get all the information you need to invest right here. Please carefully read the prospectus, which contains more complete information regarding potential risks and applicable fees and expenses. Then, complete the account application and mail it with your investment check to the address on the application. 
 

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Westcore Funds Prospectus
Account Application
IRA Application
Coverdell Education Savings Application

Please feel free to contact an Investor Service Representative at
1-800-392-CORE (2673)
or invest@westcore.com for more information!


Westcore Plus Bond Fund was rated against the following numbers of U.S.-domiciled Intermediate-Term Bond funds over the following time periods: 974 funds in the last three years, 830 funds in the last five years, and 433 funds in the last ten years. With respect to these Intermediate-Term Bond funds, Westcore Plus Bond Fund received a Morningstar Rating of 4 stars, 5 stars and 5 stars for the three-, five- and ten-year periods, respectively. Past performance is no guarantee of future results.

©2006 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Morningstar proprietary ratings reflect historical risk-adjusted performance as of June 30, 2007 and are subject to change every month. For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. During periods on which ratings are based, service providers of the Fund waived fees. This waiver had a material impact on the funds' average annual returns. In the absence of fee waivers, performance would have been reduced.

An investor should consider investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. Click here for a prospectus, which contains this and other important information about the Fund(s). Please read the prospectus carefully before investing.

Westcore Funds are distributed by ALPS Distributors, Inc.

 

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