Back to top

Best of Funds

Zacks Equity Research

Intro Guide to the Westcore Plus Bond Retail (WTIBX) Fund

WTIBX

Trades from $3
Westcore Plus Bond Retail (WTIBX - Free Report) a Zacks Rank #2 (Buy) was incepted in June 1988 and is managed by Denver Investment Advisors LLC. WTIBX seeks long-term total rate of return consistent with preservation of capital. WTIBX invests at least 80% of the value of its net assets in fixed income securities of varying maturities. WTIBX may invest up to 25% of its assets in high-yield/high-risk bonds and up to 10% in securities denominated in foreign currencies, and invests beyond this limit in U.S. dollar-denominated securities of foreign issuers.

The Westcore Plus Bond Retail fund, managed by Westcore, carries an expense ratio of 0.55%. Moreover, WTIBX requires a minimal initial investment of $2,500.

WTIBX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 4.45% and 5 year 3.62%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

WTIBX’s performance, as of the last filing, when compared to funds in its category was in the top 26% over the past 1 year, in the top 23% over the past 3 years, and in the 30% over the past 5 years.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>

In-Depth Zacks Research for the Tickers Above

Westcore Plus Bond Fund (WTIBX) - FREE report >>