There are variety of international stock mutual funds. One of these funds is Small/ Mid cap International stock fund. The following is the review of Wescore International Small Cap Fund. It is considered as one of the best small / mid growth international equity fund.
Westcore International Small Cap Fund (MUTF: WTIFX)
The Westcore International Small-Cap fund’s objective is to seek long-term capital growth. The fund invests mainly in the under value common stock of approximately 35 to 60 foreign small-cap companies per the fund management’s assessment. It invests majority of net assets (>80%) in foreign small-cap companies in developed countries which are companies with <$3.5 billion market capitalizations. This Westcore fund may also invest in emerging markets and/or in U.S.-based companies.
Note: This Westcore International Small-Cap Fund is previously known as Westcore International Frontier
WTIFX Fund Details
Westcore International Small Cap Fund (MUTF: WTIFX)
The Westcore International Small-Cap fund’s objective is to seek long-term capital growth. The fund invests mainly in the under value common stock of approximately 35 to 60 foreign small-cap companies per the fund management’s assessment. It invests majority of net assets (>80%) in foreign small-cap companies in developed countries which are companies with <$3.5 billion market capitalizations. This Westcore fund may also invest in emerging markets and/or in U.S.-based companies.
Note: This Westcore International Small-Cap Fund is previously known as Westcore International Frontier
WTIFX Fund Details
Westcore International Small Cap Fund |
- Fund Inception Date: December 15, 1999
- Ticker Symbol: WTIFX
- CUSIP: 957904550
- Beta (3yr): 0.95
- Rank in category (YTD): 4
- Category: Foreign Small/ Mid Growth
- Distribution Rate: 0.49%
- Net Assets: $ 138.04 million
- Sales Load: 0%
- Expense Ratio: 1.50%
- Capital Gains: N/A
- Number of Years Up: 7 years
- Number of Years Down: 4 years