Westcore Small Cap Growth Fund Quote
| WISGX Fund | USD 21.42 0.17 0.79% |
PerformanceSolid
| Odds Of DistressLow
|
Westcore Small-cap is trading at 21.42 as of the 19th of July 2025; that is 0.79 percent down since the beginning of the trading day. The fund's open price was 21.59. Westcore Small-cap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 19th of June 2025 and ending today, the 19th of July 2025. Click here to learn more.
The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. More on Westcore Small Cap Growth
Moving together with Westcore Mutual Fund
Westcore Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Small Growth Funds, Small Growth, Segall Bryant & Hamill (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Small Cap Growth [WISGX] is traded in USA and was established 19th of July 2025. Westcore Small-cap is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 222.79 M in net assets with minimum initial investment of 250 K. Westcore Small Cap is currently producing year-to-date (YTD) return of 1.15%, while the total return for the last 3 years was 9.46%.
Check Westcore Small-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westcore Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westcore Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westcore Small Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Westcore Small Cap Growth Mutual Fund Constituents
| CNMD | CONMED | Stock | Health Care | |
| MTN | Vail Resorts | Stock | Consumer Discretionary | |
| AMED | Amedisys | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| ENTG | Entegris | Stock | Information Technology | |
| EVR | Evercore Partners | Stock | Financials |
Westcore Small Cap Risk Profiles
| Mean Deviation | 0.8469 | |||
| Semi Deviation | 0.7944 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 |
Westcore Small-cap Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Small-cap 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 Small-cap security.
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