Westcore Funds Earns Two Lipper Fund Awards

Westcore Funds honored with 2017 Thomson Reuters Lipper Fund Awards for Best Fixed Income Group – Small Company and Best Mid-Cap Value Fund for providing consistently strong risk-adjusted performance relative to peers.

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Potential for Higher Returns with Lower Risk

Research shows that dividend-paying stocks have the potential to enhance a portfolio’s overall risk/return profile.

Read the White Paper

Research Driven. Shareholder Focused.

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

High Quality Junk Bonds –
An Oxymoron or Opportunity?

Portfolio Manager Troy Johnson discusses the benefits of investing in higher-quality high yield bonds. Read the article

Dividend-Payers:
An All Market Strategy

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Portfolio Manager Lisa Ramirez discusses how dividend-paying stocks allow investors to participate in up markets while preserving capital in down markets. Read the Wall Street Transcript Interview.

 

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 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

Growth Equity

Westcore Small-Cap Growth Fund II Institutional

Small-Cap Growth

Institutional class: WTSLX

The Westcore Small-Cap Growth Fund II follows the same investment strategy as the Westcore Small-Cap Growth Fund, but maintains certain tax loss carryforwards that may be beneficial in taxable accounts.

Fund Info

Fund Link

Value Equity

Westcore Global Large-Cap Dividend Fund

World Stock

Retail class: WTMVX
Institutional class: WIMVX

The Westcore Global Large-Cap 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 Large-Cap Dividend Fund

Large-Cap Value

Retail class: WTEIX
Institutional class: WILGX

The Westcore Large-Cap Dividend Fund invests primarily in large well-established, dividend-paying domestic companies.

Fund Info

Fund Link

Value Equity

Westcore Mid-Cap Value Dividend Fund

Mid-Cap Value

Retail class: WTMCX
Institutional class: WIMCX

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 Mid-Cap Value Dividend Fund II

Mid-Cap Value

Retail class: WTMGX
Institutional class: WIMGX

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

Fund Info

Fund Link

Value Equity

Westcore Smid-Cap Value Dividend Fund

Smid-Cap Value

Retail class: WTSDX
Institutional class: WISDX

The Westcore Smid-Cap Value Dividend Fund invests primarily in the stocks of small- to medium-sized dividend-paying companies that 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
Institutional class: WIIFX

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 Municipal Opportunities Fund

Intermediate Municipal Bond

Retail class: WTTAX
Institutional class: WITAX

The Westcore Municipal Opportunities Fund focuses primarily on investment-grade quality bonds of intermediate maturity which provide income exempt from federal taxation.

Fund Info

Fund Link

Fixed Income

Westcore Colorado Tax-Exempt Fund

Municipal Single State

Retail class: WTCOX
Institutional class: WICOX

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