Westcore Plus Bond Fund Quote
| WTIBX Fund | USD 9.39 0.02 0.21% |
PerformanceModest
| Odds Of DistressLow
|
Westcore Plus is trading at 9.39 as of the 24th of July 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 9.41. Westcore Plus has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th 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
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Segall Bryant & Hamill, Large, Intermediate Core-Plus Bond (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Plus Bond [WTIBX] is traded in USA and was established 24th 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 no minimum investment requirementsWestcore Plus Bond is currently producing year-to-date (YTD) return of 3.08% with the current yeild of 0.0%, while the total return for the last 3 years was 3.25%.
Check Westcore Plus Probability Of Bankruptcy
Instrument Allocation
Westcore Plus Bond Risk Profiles
| Mean Deviation | 0.2487 | |||
| Semi Deviation | 0.2493 | |||
| Standard Deviation | 0.3002 | |||
| Variance | 0.0901 |
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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