Contact Us | Site Map
Westcore
Overview
Westcore
Philosophy
Fund Manager
Profiles
New at
Westcore
Westcore in
the News
Press
Releases
Press
Room
Career
Opportunities
Contact
Us
Privacy
Statement

Press Release

FOR IMMEDIATE RELEASE 3/22/06

CONTACT: Kristine Cook
(303) 312-5003
kcook@westcore.com

Westcore Plus Bond Fund Earns 2006 Lipper Fund Award

DENVER-(BUSINESS WIRE)-March 22, 2006-The Westcore Plus Bond Fund (WTIBX) earned a 2006 Lipper Fund Award last night at the annual Lipper Fund Awards in New York City. The award, which was accepted by Westcore Funds President Todger Anderson, CFA, represents excellence in delivering consistently strong risk-adjusted performance relative to category peers. As classified by Lipper, the Fund ranked 1 out of 377 Intermediate Investment Grade Debt funds for the three-year period ended December 31, 2005.

"This award symbolizes Westcore's longstanding commitment to independent investment research, as well as the discipline and analytical expertise we bring to fixed income investing," said Anderson. "It also speaks to the collaborative efforts of co-portfolio managers Mark R. McKissick, CFA, William E. Stafford, Jr., CFA, and the entire Westcore fixed income research team on behalf of the Fund's shareholders."

Designed for long-term investors seeking current monthly income or portfolio diversification, the 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. The Fund employs a bottom-up, fundamental research methodology, focusing on credit quality, underlying asset value and income stream.

The Westcore Funds are managed by Denver Investment Advisors LLC, a nationally recognized investment advisory firm with over $7.5 billion in combined assets under management* and a four-decade history of serving some of America's largest institutions. The 100% no-load Westcore Funds family, consisting of eight equity funds, three bond funds and a non-proprietary money market fund, offers individual investors access to the full breadth of this experience.

* These assets include total assets of the adviser as well as mutual fund assets.

Westcore Plus Bond Fund is subject to additional risk in that it may invest in high-yield/high-risk bonds and is subject to greater levels of liquidity risk. In addition, this Fund's exposure to foreign markets can regularly affect the net asset value (NAV) and total return of this Fund due to foreign risk.

A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over the three-year period ended December 31, 2005. Consistent Return reflect funds' historical risk-adjusted returns, adjusted for volatility. Within Lipper's Intermediate Investment Grade Debt fund classification, the Westcore Plus Bond Fund was ranked 1 out of 377 funds for three years as of December 31, 2005. Rankings are based on returns excluding sales charges and expenses. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities.

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

Past performance is no guarantee of future results.

Westcore Funds are distributed by ALPS Distributors, Inc.

Fund Information | Invest with Westcore | Retirement Center | Investor Education | Shareholder Services | Westcore News
Financial Advisors | Terms of Use | Home
This web site and any software, graphic image, data and other non-text based materials available through this site are the proprietary property of Westcore Funds and/or third parties. Any use of the Westcore Funds name, or the text or graphic materials contained in this web site is prohibited.