Good Things Come in Threes
Westcore Value Funds
October 15, 1998—With the introduction of the Westcore
Mid-Cap Opportunity Fund this October, Westcore now offers three no-load, equity funds
with a value approach. Each of the three funds—specializing in either small, medium,
or large company stocks—emphasize stocks that they believe are undervalued compared
to the rest of the market but have strong and improving businesses.
The Westcore value fund line consists of the Westcore
Small-Cap Opportunity Fund, the Westcore Mid-Cap Opportunity Fund, and Westcore Blue Chip
Fund. Each fund provides investors with unique asset class features while working towards
their investment and retirement goals.
"We have a long history at Westcore Funds of
successfully applying an integrated research process that combines hands-on analysis and
quantitative evaluation to our security selections. Initiating a Mid-Cap Opportunity Fund
that is similarly run is a logical step for Westcore and for our shareholders," says
Mid-Cap fund manager Christianna Wood, CFA. "We now have an entire line of value
products that are based on a proven approach. To me, it is part of our commitment to offer
quality products in many styles and across the range of market capitalization."
The philosophy behind the value approach to investing
proposes these potential benefits to individual and institutional investors:
- Risk Reduction
—over
time, a portfolio of value stocks is generally less volatile than a portfolio of growth
stocks
- Capture of Excess Return
—investments in under-priced stocks that will appreciate in value and therefore
benefit shareholder’s portfolios
Westcore value funds are designed for long-term investors
seeking to increase their capital appreciation—and desiring to curb the potential
risk associated with general growth equity fund investing.
Through Westcore Funds, individual investors gain access to
the extensive research, investment experience, and fund management expertise more often
available to large corporations and foundations. With over 40 years’ experience in
institutional money management and $9.4 billion in total assets under management*, Denver
Investment Advisors LLC, manages the Westcore equity and bond funds. The 100% no-load
Westcore Fund family consists of five equity funds, three bond funds, and a
non-proprietary money market fund.
# # #
For more information about Westcore Funds, or to obtain
a prospectus containing more
complete information including charges and expenses, please call us at 1-800-392-CORE. Please read the prospectus carefully before you invest or send money. The
investment return and principal value of an investment in the Westcore Funds, as in any
other fund, will fluctuate so that an individual investor’s shares when redeemed may
be worth more or less than their original cost. Westcore Funds are distributed by ALPS
Mutual Fund Services, Inc., member NASD.
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