At Westcore, we understand the importance of a diversified portfolio. That's why we're pleased to offer these highly rated funds, which span a variety of asset classes and investment styles. From value to growth to fixed income, these Westcore stars may be just what you need.

See our Lipper Leaders here.

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 three months 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.

Westcore Select Fund participates in the Initial Public Offering (“IPO”) market, and a significant portion of the Fund's since inception returns are attributable to investments in IPOs, which in turn had a magnified impact due to the Fund's relatively small asset base. As the Fund's assets continue to grow, it will be increasingly less likely to experience substantially similar performance by investing in IPOs.

Investing in small-cap funds and/or concentrated funds can be more volatile and loss of principal could be greater than investing in large-cap or more diversified funds.

Westcore Flexible Income and Plus Bond Funds are subject to additional risk in that they may invest in high-yield/high-risk bonds and are subject to greater levels of liquidity risk. In addition, these Funds' exposure to foreign markets can regularly affect the net asset value (NAV) and total return of these Funds due to foreign risk.

Investing in bond funds entails interest rate risk and credit risk which are described in more detail in the prospectus. The return of principal is not guaranteed.

Overall Morningstar Rating^TM out of 974 Intermediate Term Bond Funds as of 3/31/08¹  
[4 Stars for the 3-year, 5 Stars for the 5-year and 5 Stars for the 10-year periods out of 974, 830 and 433 Intermediate Term Bond Funds, respectively.]

Morningstar proprietary ratings reflect historical risk-adjusted performance as of 3/31/08. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, ten-year (if applicable) Morningstar Rating metrics. 

Westcore Plus Bond Fund seeks long-term total rate of return, consistent with preservation of capital, by investing primarily in investment-grade bonds of varying maturities. A more moderate choice for your portfolio, Westcore Plus Bond Fund uses a unique blend of conservative government issued bonds while increasing yield by purchasing high quality bonds issued by corporations.

Find out more about Westcore Plus Bond Fund now!

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

Overall Morningstar Rating^TM out of  1442 Large Growth Funds as of 3/31/08¹  
[3 Stars for the 3-year, 4 Stars for the 5-year and 4 Stars for the 10-year periods out of 1442, 1207 and 564 Large Growth Funds, respectively.]

Morningstar proprietary ratings reflect historical risk-adjusted performance as of 3/31/08. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, ten-year (if applicable) Morningstar Rating metrics. 

Westcore Growth Fund seeks to outperform the total return of the S&P 500 Index while managing risk. The Fund focuses on large and medium-sized companies that have the opportunity to produce strong growth rates. We can combine intensive fundamental research with a time-tested valuation approach, and then apply portfolio construction techniques with the objective of reducing risk.

Find out more about Westcore Growth Fund now!

Overall Morningstar Rating^TM out of  827 Mid-Cap Growth Funds as of 3/31/08¹  
[5 Stars for the 3-year and 4 Stars for the 5-year periods out of 827 and 694 Mid-Cap Growth Funds, respectively.]

Morningstar proprietary ratings reflect historical risk-adjusted performance as of 3/31/08. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, ten-year (if applicable) Morningstar Rating metrics. 

Westcore Select Fund seeks long-term growth of capital through a flexible investment mandate that permits investment in companies of any size or asset class that are believed to be rapidly growing.

Find out more about Westcore Select Fund now!

Overall Morningstar Rating^TM out of  424 Mid-Cap Blend Funds as of 3/31/08¹  
[3 Stars for the 3-year and 4 Stars for the 5-year periods out of 424 and 338 Mid-Cap Blend Funds, respectively.]

Morningstar proprietary ratings reflect historical risk-adjusted performance as of 3/31/08. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, ten-year (if applicable) Morningstar Rating metrics. 

Westcore Mid-Cap Value Fund seeks to invest primarily in medium-sized companies whose stocks appear to be undervalued. A more moderate choice for your portfolio, this Fund invests primarily in undervalued medium-sized companies. Our research process combines experienced qualitative judgment with quantitative evaluation of individual companies. Through comprehensive investigation of a company's business, we look for an underlying catalyst or event that we believe will unlock the value of a stock. We seek to uncover opportunities to invest in medium-sized companies that appear to be mispriced and have potential for future growth.

Find out more about Westcore Mid-Cap Value Fund now!

Overall Morningstar Rating^TM out of  336 Small-Cap Blend Funds as of 3/31/08¹  
[4 Stars for the 3-year period out of 336 Small Value Funds.]

Morningstar proprietary ratings reflect historical risk-adjusted performance as of 3/31/08. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, ten-year (if applicable) Morningstar Rating metrics. 

Westcore Small-Cap Value Fund focuses on dividend paying small-cap companies with unrecognized potential whose stocks appear to be undervalued. The Fund seeks to maximize long-term capital appreciation through a bottom-up process of selecting the most attractive undervalued and more liquid small companies with market caps within the range of small-cap indices. Our fundamental research-driven process identifies companies with improving returns that trade at significant discounts to their intrinsic values.

Find out more about Westcore Small-Cap Value Fund now!

 
To learn more about these funds, visit the Westcore Fund facts page.

How to Invest
Get all the information you need right here. Please read the prospectus carefully, complete the account application and mail it with your investment check to the address on the application. 

¹ 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 3/31/08. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating 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-, 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.

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.

Westcore Growth Fund was rated against the following numbers of U.S.-domiciled Large Growth funds over the following time periods: 1442 funds in the last three years, 1207 funds in the last five years, and 564 funds in the last ten years. With respect to these Large Growth funds, Westcore Growth Fund received a Morningstar Rating of 3 stars, 4 stars and 4 stars for the three-, five- and ten-year periods, respectively. Past performance is no guarantee of future results.

Westcore Select Fund was rated against the following numbers of U.S.-domiciled Mid-Cap Growth funds over the following time periods: 827 funds in the last three years and 694 funds in the last five years,. With respect to these Mid-Cap Growth funds, Westcore Select Fund received a Morningstar Rating of 5 stars and 4 stars for the three- and five-year periods, respectively. Past performance is no guarantee of future results.

Westcore Mid-Cap Value Fund was rated against the following numbers of U.S.-domiciled Mid-Cap Blend funds over the following time periods: 424 funds in the last three years and 338 funds in the last five years. With respect to these Mid-Cap Blend funds, Westcore Mid-Cap Value Fund received a Morningstar Rating of 3 stars and 4 stars for the three- and five--year periods, respectively. Past performance is no guarantee of future results.

Westcore Small-Cap Value Fund was rated against the following numbers of U.S.-domiciled Small Value funds over the following time period: 336 funds in the last three years. With respect to these Small Value funds, Westcore Small-Cap Value Fund received a Morningstar Rating of 4 stars for the three-year period. Past performance is no guarantee of future results.

² The Funds' Adviser and Administrators have contractually agreed to waive a portion of the investment advisory and/or administration fees and/or to reimburse other expenses from April 30, 2007 until at least April 29, 2008, so that Net Annual Fund Operating Expenses will be no more than quoted for the current fiscal year. You will be notified if these waivers and/or reimbursements are discontinued after that date resulting in a material change in expense ratio. The waivers are described in more detail in the prospectus.

Westcore fund shares are not insured by the FDIC, the Federal Reserve Board or any other agency and are subject to investment risk.

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. Please read the prospectus carefully before investing.

Westcore Funds are distributed by ALPS Distributors, Inc.