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WTIFX Westcore International Small-Cap Retail

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Fund WTIFX Westcore International Small-Cap Retail TMFEX Motley Fool Epic Voyage  
100% 87%
Annual Fees
(1.50% Exp. Ratio)
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.48% annual return
$31,464.44 $35,210.25
Est. savings over 30 yrs +$3,745.81
As of 10/31/16
1 YR RETURN 8.84%
3 YR -3.72%
5 YR 4.64%
10 YR 4.43%
1 YR RETURN 10.76%
3 YR -0.82%
5 YR --
10 YR --
The investment seeks to achieve long-term growth of capital primarily through investments in international small-cap companies. The fund invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies that are trading at a discount to the portfolio management team's estimated intrinsic value of such company with the potential to grow their earnings and cash flows. Normally, at least 80% of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in international small-cap companies.
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of foreign companies. The adviser defines foreign companies as companies located or organized outside the United States or whose primary business is carried on outside the United States. Under normal market circumstances, it seeks to stay fully invested and does not attempt to time the market. The fund seeks investment returns that exceed the return of the Russell Global ex-US Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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