Westcore Plus Bond Fund Quote
| WIIBX Fund | USD 9.26 0.02 0.22% |
PerformanceOK
| Odds Of DistressLow
|
Westcore Plus is trading at 9.26 as of the 19th of July 2025; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 9.24. Westcore Plus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.. More on Westcore Plus Bond
Moving together with Westcore Mutual Fund
Westcore Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Plus Bond [WIIBX] is traded in USA and was established 19th of July 2025. Westcore Plus is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 700.39 M in net assets with minimum initial investment of 250 K. Westcore Plus Bond is currently producing year-to-date (YTD) return of 3.52% with the current yeild of 0.0%, while the total return for the last 3 years was 3.7%.
Check Westcore Plus Probability Of Bankruptcy
Instrument Allocation
Westcore Plus Top Holders
| DVOIX | Dividend Opportunities Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| BNDIX | Total Return Bond | Mutual Fund | Nontraditional Bond | |
| FLRUX | Infrastructure Fund Retail | Mutual Fund | Allocation--15% to 30% Equity | |
| IFAAX | Infrastructure Fund Adviser | Mutual Fund | Allocation--15% to 30% Equity | |
| DVOAX | Dividend Opportunities Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| FLBDX | Total Return Bond | Mutual Fund | Nontraditional Bond | |
| BNDAX | Total Return Bond | Mutual Fund | Nontraditional Bond | |
| IFAIX | Infrastructure Fund Institutional | Mutual Fund | Allocation--15% to 30% Equity |
Westcore Plus Bond Risk Profiles
| Mean Deviation | 0.246 | |||
| Semi Deviation | 0.2349 | |||
| Standard Deviation | 0.2966 | |||
| Variance | 0.088 |
Westcore Plus Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Plus financial ratios help investors to determine whether Westcore Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westcore with respect to the benefits of owning Westcore Plus security.
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