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Westcore in the News |
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November 27, 2006-- Westcore
Select Fund featured in Barron's
November 2006-- Westcore
Select Fund a "Hidden Jewel" by Wall Street MoneyMakers
November 2006-- Westcore
Flexible Income Fund among The Wall Street Journal's Bond
Fund Leaders
October 23, 2006-- Westcore
Select Fund featured in Kiplinger.com Fund Watch
October 20, 2006-- Rocky
Mountain News
September 30, 2006-- Westcore
Select Fund among The Wall Street Journal's "Category
Kings"
May 22, 2006-- Westcore Funds
mentioned in Barron's
May 2006-- Westcore Mid-Cap
Value Fund featured in Louis Rukeyser's Mutual Funds Newsletter
April 17, 2006-- Westcore
Plus Bond Fund mentioned on Morningstar.com
March 2006-- Westcore Plus
Bond Fund Awarded a 2006 Lipper Fund Award
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 Interested
in where Westcore Funds has popped up in the news lately? Get
the answers right here! Check here for the latest headlines
and newsprints on Westcore Funds.
NOTE:
Westcore Funds has no editorial control
over the content, subject matter and timing of the articles
below and is independent of the third party sources and their
publishers. Westcore Funds makes no representation as to the
truth or accuracy of the articles and takes no responsibility
for any views expressed. The views reported in the articles
do not constitute investment advice. Investors should consult
investment professionals regarding their personal financial
situation. Since the dates of the publications, economic and
market conditions and the portfolio manager's views of the
prospects of any particular investments may have changed.
Westcore Select Fund featured in Barron's
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The
Westcore Select Fund (WTSLX) was featured in the November
27th issue of Barron's in the article titled "Driving
Down the Middle." In the article, author Catherine
Shu highlights this concentrated Fund as a leading performer
in the mid-cap growth category and talks with Will Chester
about his focus on this asset class and a few specific
stock picks. A version of this article, "Finding
Investing Success in the Middle," was also published
in Barron's Online on November 20, 2006. For more information
on this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Select Fund here. |
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Westcore Select Fund a "Hidden Jewel"
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Recommended for its excellent record, its
disciplined approach and its small asset base ensuring
flexibility for the manager, Wall Street MoneyMakers profiles
the Westcore Select Fund as a "Hidden Jewel"
in its November 2006 issue. Author Seth Abrams spoke with
Will Chester discussing the Fund's investment strategy
as well as a handful of Mr. Chester's favorite stocks
picks. For more information on this Fund, please call
us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Select Fund here. |
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Westcore Flexible Income Fund among The Wall Street
Journal's Bond Fund Leaders
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| The Westcore Flexible Income Fund was recently
listed in The Wall Street Journal's Mutual Funds Monthly
Review "Leaders and Laggards" article as one
of the leading performers within the Bond Funds category.
According to Morningstar, Westcore Flexible Income Fund
ranked in the top 2% among 549 High Yield Bond Funds for
its year-to-date performance ended October 31, 2006. For
more information on this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Westcore Flexible Income Fund's one-, three-, five-and
ten-year annualized returns as of 10/31/06 ranked in
the 5th percentile of 543, 23rd percentile of 470, 37th
percentile of 380 and 2nd percentile of 148 High Yield
Bond Funds, respectively, by Morningstar, Inc. The Percent
Rank in Category is the funds' total-return percentile
rank relative to all funds within the same Morningstar
category and is subject to change every month. The percentile
rank is based on a scale of 1 to 100. The lower the
percentile rank, the better the Fund performed relative
to its peers in the same category.
Learn more about Westcore
Flexible Income Fund here.
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Kiplinger.com picks "picky" Westcore Select
Fund
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"Sometimes it pays to be picky,"
says Tom Anderson in a Kiplinger.com Fund Watch article
featuring Westcore Select Fund. The article, titled
"Mid-Cap Thrills," highlights the Fund's peer-beating
performance and its selective nature of choosing the
top mid-cap growth ideas for the portfolio. The article
was posted to Kiplinger.com on October 23, 2006. For
more information on this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Select Fund here.
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Rocky Mountain News
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| In a Rocky Mountain News article titled "Dow
tiptoes into rarefied realm on anniversary of Black
Monday," John Roberts, Partner at Denver Investment
Advisors (Westcore Funds' advisor) weighs in on what's
ahead for the markets sharing his thoughts on a few
questions posed by the Rocky Mountain News. This article
appeared in the Rocky Mountain News on October 20, 2006.
For more information on the Westcore Funds, please call
us at 1-800-392-CORE
(2673) or email
us. |
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Westcore Select Fund among The Wall Street Journal's
"Category Kings"
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| The Westcore Select Fund was recently listed in The
Wall Street Journal's "Category Kings in 19 Realms"
article and, according to Morningstar, Westcore Select
Fund ranked in the top 1% among 989 Mid-Cap Growth Funds
for its one-year performance ended September 30, 2006.
The Fund's strategy, investing in a limited number of
medium sized companies, allows each investment to have
a more meaningful impact on the portfolio. For more
information on this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Westcore Select Fund's one-, three- and five-year
annualized returns as of 9/30/06 ranked in the 1st
percentile of 989, 10th percentile of 821 and 54th
percentile of 637 Mid-Cap Growth Funds, respectively,
by Morningstar, Inc. The Percent Rank in Category
is the funds' total-return percentile rank relative
to all funds within the same Morningstar category
and is subject to change every month. The percentile
rank is based on a scale of 1 to 100. The lower the
percentile rank, the better the Fund performed relative
to its peers in the same category.
Learn more about Westcore
Select Fund here.
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Westcore Funds mentioned in Barron's
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In the Barron's article titled "Retiring
on Junk" (May 22, 2006 issue), Westcore Funds is
among a handful of well-established firms mentioned
as having a top-performing, high-yield mutual fund offering.
The article highlights that "a carefully chosen
mutual fund from a firm with a good five-year track
record is probably the best way to get exposure to the
high-yield marketplace." For more information on
this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Fixed Income Funds here. |
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Westcore Mid-Cap Value Fund featured in Louis Rukeyser's
Mutual Funds Newsletter
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| In the May 2006 issue of Louis Rukeyser's
Mutual Fund Newsletter, Kris Herrick and Troy Dayton
are featured discussing the Westcore Mid-Cap Value Fund
(WTMCX). In the article, author John League spotlights
how Kris Herrick, Director of Value Research, and other
members of the value research team target attractive
mid-cap companies to create value for investors. For
more information on this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Mid-Cap Value Fund here.
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Morningstar.com mentions Westcore Plus Bond Fund
in "Terrific Bond Funds that Are Topnotch Stewards"
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Kudos to the Westcore Plus Bond Fund (WTIBX)
comes from Morningstar with the Fund being mentioned
in an article titled "Terrific Bond Funds that
Are Topnotch Stewards" by William Samuel Rocco
(4/17/06). According to Mr. Rocco, Westcore Plus Bond
Fund is an "intermediate-term bond fund that looks
quite good from stewardship, performance, and other
perspectives." Morningstar's Stewardship Grades
incorporate five factors--regulatory issues, board quality,
manager incentives, expenses, and corporate culture--and
thus allow investors to find out whether a particular
fund's parent company, board, and management are dedicated
to serving fund holders well. For more information on
this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Plus Bond Fund here. |
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Westcore Plus Bond Fund (WTIBX) Awarded a 2006 Lipper
Fund Award
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Proudly, Westcore Plus Bond Fund (WTIBX) was awarded
a 2006 Lipper Fund Award for ranking first out of
377 funds in the Intermediate Investment Grade Debt
category by Lipper for the three years ended December
31, 2006. Upon accepting the award on March 21, 2006
in New York, Todger Anderson, President of Westcore
Funds commented "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. 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." For
more information on this Fund, please call us at 1-800-392-CORE
(2673) or email
us.
Learn more about Westcore
Plus Bond Fund here.
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.
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.
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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.
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