The new Institutional Share Class will be applied to the following funds:
- Westcore MIDCO Growth Fund
- Westcore Growth Fund
- Westcore Blue Chip Fund
- Westcore Small-Cap Opportunity Fund
- Westcore Small-Cap Value Fund
- Westcore Flexible Income Fund
- Westcore Plus Bond Fund
The Institutional Share Class is available to all investors directly or through a financial intermediary, including but not limited to, financial advisers, retirement plans, broker-dealers, and bank trust departments.
“ Our decision to offer institutional shares as an alternative option to our retail mutual funds was driven by strong investor demand for this new share class and by Westcore ‘ s desire to broaden its services to the institutional marketplace, “ said Todger Anderson, President of Westcore Funds, in the press release.
« Discount Rate Used in Cash Balance Conversion not up to Plan Sponsor