Research Driven. Shareholder Focused.

An unwavering commitment to independent research. A singular focus on the investment success of our shareholders.

Opportunities in
Small-Cap Stocks

promo-1

Mitch Begun, Director of Small- and Mid-Cap Growth Research, talks with Asset.tv about how investors can take advantage of small-cap stocks in the current market environment. Watch the Video

Finding Less Volatility in the Higher-Quality High Yield Space

promo-2

Read portfolio manager Troy Johnson’s interview with The Wall Street Transcript on the benefits of investing in higher-quality high yield bonds.

 

At Westcore Funds, our mission is to help our shareholders reach their long-term financial goals. We offer a diverse family of mutual funds that reflect the founding principles of the Funds’ manager, Denver Investments. Since the firm’s origin in 1958, independent fundamental research has been the cornerstone of its investment approach.

Our Funds

Growth Equity

Westcore Growth Fund

Large-Cap Growth

Retail class: WTEIX
Institutional class: WILGX

The Westcore Growth Fund invests primarily in equity securities of large companies with growth potential.

Fund Info

Fund Link

Growth Equity

Westcore MIDCO Growth Fund

Mid-Cap Growth

Retail class: WTMGX
Institutional class: WIMGX

The Westcore MIDCO Growth Fund invests in a diversified portfolio of equity securities of primarily medium-sized companies with growth potential.

Fund Info

Fund Link

Growth Equity

Westcore Select Fund

Mid-Cap Growth

Retail class: WTSLX

The Westcore Select Fund invests in limited number of equity securities of primarily medium-sized companies with growth potential.

Fund Info

Fund Link

Growth Equity

Westcore Small-Cap Growth Fund

Small-Cap Growth

Retail class: WTSGX
Institutional class: WISGX

The Westcore Small-Cap Growth Fund invests in a diversified portfolio of equity securities of primarily small-sized companies with growth potential.

Fund Info

Fund Link

Value Equity

Westcore Blue Chip Dividend Fund

Large-Cap Core

Retail class: WTMVX
Institutional class: WIMVX

The Westcore Blue Chip Dividend Fund invests primarily in large well-established, dividend-paying companies, both in the United States and in developed foreign markets.

Fund Info

Fund Link

Value Equity

Westcore Mid-Cap Value Dividend Fund

Mid-Cap Value

Retail class: WTMCX

The Westcore Mid-Cap Value Dividend Fund invests primarily in medium-sized, dividend-paying companies whose stocks appear to be undervalued.

Fund Info

Fund Link

Value Equity

Westcore Small-Cap Value Dividend Fund

Small-Cap Value

Retail class: WTSVX
Institutional class: WISVX

The Westcore Small-Cap Value Dividend Fund invests primarily in the stocks of small, dividend-paying companies that appear to be undervalued.

Fund Info

Fund Link

Quantitative Equity

Westcore Micro-Cap Opportunity Fund

Micro-Cap Core

Retail class: WTMIX

The Westcore Micro-Cap Opportunity Fund invests primarily in the stocks of micro-cap companies that appear to be undervalued.

Fund Info

Fund Link

International Equity

Westcore International Small-Cap Fund

International Small-Cap

Retail class: WTIFX

The Westcore International Small-Cap Fund invests primarily in the stocks of small, international companies that we believe are poised for growth.

Fund Info

Fund Link

Fixed Income

Westcore Flexible Income Fund

High Yield Bond

Retail class: WTLTX
Institutional class: WILTX

The Westcore Flexible Income Fund invests in a wide variety of income-producing securities – primarily bonds and to a lesser extent convertible bonds and equity securities.

Fund Info

Fund Link

Fixed Income

Westcore Plus Bond Fund

Intermediate-Term Bond

Retail class: WTIBX
Institutional class: WIIBX

The Westcore Plus Bond Fund invests primarily in investment-quality bonds of varying maturities.

Fund Info

Fund Link

Fixed Income

Westcore Colorado Tax-Exempt Fund

Municipal Single State

Retail class: WTCOX

The Westcore Colorado Tax-Exempt Fund focuses primarily on investment-grade quality bonds of intermediate maturity that provide federal and state tax-exempt income.

Fund Info

Fund Link