Westcore Global Large Cap Fund Quote
| WTMVX Fund | USD 12.11 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Westcore Global is trading at 12.11 as of the 21st of July 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 12.12. Westcore Global has less than a 15 % 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 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of the value of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .. More on Westcore Global Large Cap
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 Global Large Cap [WTMVX] is traded in USA and was established 21st of July 2025. Westcore Global is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 31.02 M in net assets with no minimum investment requirementsWestcore Global Large is currently producing year-to-date (YTD) return of 6.51% with the current yeild of 0.01%, while the total return for the last 3 years was 16.53%.
Check Westcore Global 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 Global Large Cap 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 Global Large Cap Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| ROK | Rockwell Automation | Stock | Industrials | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| AVGO | Broadcom | Stock | Information Technology | |
| CSX | CSX Corporation | Stock | Industrials | |
| LMT | Lockheed Martin | Stock | Industrials | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| CVX | Chevron Corp | Stock | Energy |
Westcore Global Large Risk Profiles
| Mean Deviation | 0.5786 | |||
| Semi Deviation | 0.4689 | |||
| Standard Deviation | 0.803 | |||
| Variance | 0.6448 |
Westcore Global Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Global 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 Global security.
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