Westcore Funds Wins Two 2017
Thomson Reuters Lipper Fund Awards

Westcore Funds has won two prestigious Lipper Fund Awards for Best Fixed Income Group – Small Company and Best Mid-Cap Value Fund. The Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Read the press release.


The Westcore Fixed Income funds ranked first out of 74 eligible fund families in the Small Fund Group. Our fixed income funds are managed based on the belief that consistently strong risk-adjusted returns are best achieved through an emphasis on income rather than short-term market timing.

Learn more about our fixed income funds:


The Westcore Mid-Cap Value Dividend Fund was recognized first out of 109 eligible funds in the mid-cap value category for the three-year performance period ended 11/30/2016. Our value investment philosophy is based on the belief that investing in dividend-paying companies allows investors to participate in up markets while helping preserve capital in down markets.

Learn more about our value funds:

About the Lipper Fund Awards:

The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Explore these investment options further with the following white papers:

High Quality Junk Bonds:
An Oxymoron or Opportunity?

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

The Potential for Higher Returns
with Lower Risk

Research shows that dividend-paying small- and mid-cap stocks have historically delivered higher returns with lower risk profiles.

Past performance is no guarantee of future results.

Source: Lipper, Inc. The Best Fixed Income—Small Fund Group award is granted to the fund family with the lowest average decile ranking for Consistent Return over the 3-year period. To qualify, a fund family must have at least three fixed income funds and less than $63.5 billion in assets under management for 2016. Westcore Funds Funds ranked 1 out of 74 eligible companies for 2016.

The Mid-Cap Value Fund award is granted to the fund in the Mid-Cap Value category with the highest Lipper Leader score for Consistent Return over the 3-year period as of 11/30/2016. Other share classes may have different performance and expense characteristics. Lipper awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds’ historical risk-adjusted returns, relative to peers.

From Thomson Reuters Lipper Awards, ©2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Lipper, a wholly owned subsidiary of Thomson Reuters, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries and media organizations.

RISKS: Westcore Fixed Income Funds are subject to additional risk in that they may invest in high-yield/high-risk bonds and is subject to greater levels of liquidity risk. In addition, the exposure these funds have to foreign markets can regularly affect the net asset value (NAV) and total return of this Fund due to foreign risk.

Investing in mid-cap funds generally will be more volatile and loss of principal could be greater than investing in large-cap funds.

Dividends are not guaranteed. A company’s future abilities to pay dividends may be limited and a company may cease paying dividends at any time.

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