The Stars Are Out

Morningstar® recognizes many of our mutual funds with its highest ratings

Morningstar® rates mutual funds from 1 to 5 stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective and are based entirely on a mathematical evaluation of past performance.

Morningstar Ratings for select Westcore Funds for the periods ending 03/31/2017

Ratings based on risk-adjusted returns


Westcore Small-Cap Growth Fund

vs. Small Growth category category

Overall
# Funds 599
3 Years
# Funds 599
5 Years
# Funds
10 Years
# Funds
Westcore Small-Cap Growth Fund Institutional

vs. Small Growth category category

Overall
# Funds 599
3 Years
# Funds 599
5 Years
# Funds
10 Years
# Funds
Westcore Mid-Cap Value Dividend Fund

vs. Mid-Cap Value category

Overall
# Funds 341
3 Years
# Funds 341
5 Years
# Funds 301
10 Years
# Funds 212
Westcore Mid-Cap Value Dividend Fund Institutional

vs. Mid-Cap Value category

Overall
# Funds 341
3 Years
# Funds 341
5 Years
# Funds 301
10 Years
# Funds 212
Westcore Small-Cap Value Dividend Fund

vs. Small Value category

Overall
# Funds 353
3 Years
# Funds 353
5 Years
# Funds 309
10 Years
# Funds 199
Westcore Small-Cap Value Dividend Fund Institutional

vs. Small Value category

Overall
# Funds 353
3 Years
# Funds 353
5 Years
# Funds 309
10 Years
# Funds 199
Westcore Global Large-Cap Dividend Fund

vs. World Stock category category

Overall
# Funds 839
3 Years
# Funds 839
5 Years
# Funds 673
10 Years
# Funds 382
Westcore Global Large-Cap Dividend Fund Institutional

vs. World Stock category category

Overall
# Funds 839
3 Years
# Funds 839
5 Years
# Funds 673
10 Years
# Funds 382
Westcore Micro-Cap Opportunity Fund

vs. Small Blend category

Overall
# Funds 625
3 Years
# Funds 625
5 Years
# Funds 537
10 Years
# Funds
Westcore Global Large-Cap Dividend Fund Institutional

vs. Small Blend category

Overall
# Funds 839
3 Years
# Funds 839
5 Years
# Funds 673
10 Years
# Funds 382
Westcore Flexible Income Fund

vs. High Yield Bond category

Overall
# Funds 596
3 Years
# Funds 596
5 Years
# Funds 471
10 Years
# Funds 318
Westcore Flexible Income Fund Institutional

vs. High Yield Bond category

Overall
# Funds 596
3 Years
# Funds 596
5 Years
# Funds 471
10 Years
# Funds 318
Westcore Plus Bond Fund

vs. Intermediate-Term Bond category

Overall
# Funds 851
3 Years
# Funds 851
5 Years
# Funds 750
10 Years
# Funds 538
Westcore Plus Bond Fund Institutional

vs. Intermediate-Term Bond category

Overall
# Funds 851
3 Years
# Funds 851
5 Years
# Funds 750
10 Years
# Funds 538
Westcore Colorado Tax-Exempt Fund

vs. Muni Single State Interm category

Overall
# Funds 160
3 Years
# Funds 160
5 Years
# Funds 148
10 Years
# Funds 128
Westcore Colorado Tax-Exempt Fund Institutional

vs. Muni Single State Interm category

Overall
# Funds 160
3 Years
# Funds 160
5 Years
# Funds 148
10 Years
# Funds 128
Fund Overall 3 Years 5 Years 10 Years
Westcore Small-Cap Growth Fund
vs. Small Growth category category
Retail Class N/A N/A
Institutional Class
Number of funds in category 599 599
Westcore Mid-Cap Value Dividend Fund
vs. Mid-Cap Value category
Retail Class
Institutional Class
Number of funds in category 341 341 301 212
Westcore Small-Cap Value Dividend Fund
vs. Small Value category
Retail Class
Institutional Class
Number of funds in category 353 353 309 199
Westcore Global Large-Cap Dividend Fund
vs. World Stock category category
Retail Class
Institutional Class
Number of funds in category 839 839 673 382
Westcore Micro-Cap Opportunity Fund
vs. Small Blend category
Retail Class N/A
Institutional Class N/A N/A N/A
Number of funds in category 625 625 537
Westcore Flexible Income Fund
vs. High Yield Bond category
Retail Class
Institutional Class
Number of funds in category 596 596 471 318
Westcore Plus Bond Fund
vs. Intermediate-Term Bond category
Retail Class
Institutional Class
Number of funds in category 851 851 750 538
Westcore Colorado Tax-Exempt Fund
vs. Muni Single State Interm category
Retail Class
Institutional Class
Number of funds in category 160 160 148 128
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For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Morningstar Rating are for the share class specified only; rankings for other share classes will vary. Past performance is no guarantee of future results.

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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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