Same Strategy, New Name

The Westcore Blue Chip Dividend Fund is now the Westcore Global Large-Cap Dividend Fund

The Westcore Blue Chip Dividend Fund has a new name – the Westcore Global Large-Cap Dividend Fund. The investment team and process will remain the same however we believe the new fund name more accurately reflects the Fund’s principal investment strategy of investing in well-established, dividend-paying companies both in the United States and in developed foreign markets. 

Opportunities Around the Globe

The Westcore Global Large-Cap Dividend Fund (WTMVX, WIMVX) invests in large companies that our analysts believe will grow their dividends at an above-average rate. The Fund’s flexibility to invest in companies both in the United States and in developed foreign markets provides additional opportunities.

Consider what large, dividend-paying companies from around the globe may offer your portfolio.

INVESTMENT OBJECTIVE: The Westcore Global Large-Cap Dividend Fund seeks to achieve long-term capital appreciation primarily through investments in large, well-established dividend-paying companies.

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.

Investing in foreign securities entails special risks, such as currency fluctuations and political uncertainties.

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Large, Established Companies

Our analysts combine fundamental and quantitative analysis to select large companies that are generating cash and using that cash to create value for shareholders.

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Dividend Focus

Our analysts search for companies that have not only paid a consistent dividend, but that they believe will grow their dividends at an above-average rate. Generally, companies that pay regular dividends have stronger financials and better prospects for growing revenues. And, a growing dividend produces an attractive source of income.

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Global Range

The Fund’s ability to invest in companies both in the United States and in developed foreign markets creates additional opportunities for diversification as not all economies move in lock-step.

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