The Stars Are Out

Morningstar® recognizes many of our mutual funds with its highest ratings

Morningstar® rates mutual funds from 1 to 5 stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective and are based entirely on a mathematical evaluation of past performance.

Morningstar Ratings for select Westcore Funds for the periods ending 06/30/2017

Ratings based on risk-adjusted returns


Westcore Small-Cap Growth Fund

vs. Small Growth category

Overall
# Funds 599
3 Years
# Funds 599
5 Years
# Funds
10 Years
# Funds
Westcore Small-Cap Growth Fund Institutional

vs. Small Growth category

Overall
# Funds 599
3 Years
# Funds 599
5 Years
# Funds
10 Years
# Funds
Westcore Mid-Cap Value Dividend Fund

vs. Mid-Cap Value category

Overall
# Funds 356
3 Years
# Funds 356
5 Years
# Funds 310
10 Years
# Funds 217
Westcore Mid-Cap Value Dividend Fund Institutional

vs. Mid-Cap Value category

Overall
# Funds 356
3 Years
# Funds 356
5 Years
# Funds 310
10 Years
# Funds 217
Westcore Small-Cap Value Dividend Fund

vs. Small Value category

Overall
# Funds 337
3 Years
# Funds 337
5 Years
# Funds 294
10 Years
# Funds 198
Westcore Small-Cap Value Dividend Fund Institutional

vs. Small Value category

Overall
# Funds 337
3 Years
# Funds 337
5 Years
# Funds 294
10 Years
# Funds 198
Westcore Global Large-Cap Dividend Fund

vs. World Stock category

Overall
# Funds 714
3 Years
# Funds 714
5 Years
# Funds 590
10 Years
# Funds 329
Westcore Global Large-Cap Dividend Fund Institutional

vs. World Stock category

Overall
# Funds 714
3 Years
# Funds 714
5 Years
# Funds 590
10 Years
# Funds 329
Westcore Micro-Cap Opportunity Fund

vs. Small Blend category

Overall
# Funds 646
3 Years
# Funds 646
5 Years
# Funds 545
10 Years
# Funds
Westcore Large-Cap Dividend Fund Institutional

vs. Small Blend category

Overall
# Funds
3 Years
# Funds
5 Years
# Funds
10 Years
# Funds
Westcore Flexible Income Fund

vs. High Yield Bond category

Overall
# Funds 590
3 Years
# Funds 590
5 Years
# Funds 474
10 Years
# Funds 317
Westcore Flexible Income Fund Institutional

vs. High Yield Bond category

Overall
# Funds 590
3 Years
# Funds 590
5 Years
# Funds 474
10 Years
# Funds 317
Westcore Plus Bond Fund

vs. Intermediate-Term Bond category

Overall
# Funds 856
3 Years
# Funds 856
5 Years
# Funds 767
10 Years
# Funds 540
Westcore Plus Bond Fund Institutional

vs. Intermediate-Term Bond category

Overall
# Funds 856
3 Years
# Funds 856
5 Years
# Funds 767
10 Years
# Funds 540
Westcore Colorado Tax-Exempt Fund

vs. Muni Single State Interm category

Overall
# Funds 160
3 Years
# Funds 160
5 Years
# Funds 148
10 Years
# Funds 130
Westcore Colorado Tax-Exempt Fund Institutional

vs. Muni Single State Interm category

Overall
# Funds 160
3 Years
# Funds 160
5 Years
# Funds 148
10 Years
# Funds 130
Fund Overall 3 Years 5 Years 10 Years
Westcore Small-Cap Growth Fund
vs. Small Growth category
Retail Class N/A N/A
Institutional Class
Number of funds in category 599 599
Westcore Mid-Cap Value Dividend Fund
vs. Mid-Cap Value category
Retail Class
Institutional Class
Number of funds in category 356 356 310 217
Westcore Small-Cap Value Dividend Fund
vs. Small Value category
Retail Class
Institutional Class
Number of funds in category 337 337 294 198
Westcore Global Large-Cap Dividend Fund
vs. World Stock category
Retail Class
Institutional Class
Number of funds in category 714 714 590 329
Westcore Micro-Cap Opportunity Fund
vs. Small Blend category
Retail Class N/A
Institutional Class N/A N/A N/A
Number of funds in category 646 646 545
Westcore Flexible Income Fund
vs. High Yield Bond category
Retail Class
Institutional Class
Number of funds in category 590 590 474 317
Westcore Plus Bond Fund
vs. Intermediate-Term Bond category
Retail Class
Institutional Class
Number of funds in category 856 856 767 540
Westcore Colorado Tax-Exempt Fund
vs. Muni Single State Interm category
Retail Class
Institutional Class
Number of funds in category 160 160 148 130
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The Morningstar Rating for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a three-year history. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-,five-,and 10 year (if applicable) Morningstar Rating metrics. The weights are 100% three-year rating for 36-59 months of total returns, 60% five year rating/40% three-year rating for 60-119 months of total returns, and 50% 10 year rating/30% five-year rating/20% three year rating for 120 or more months of total returns. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent three–year period actually has the greatest impact because it is included in all three rating periods.

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Past performance is no guarantee of future results.

Source: Lipper, Inc. The Best Fixed Income—Small Fund Group award is granted to the fund family with the lowest average decile ranking for Consistent Return over the 3-year period. To qualify, a fund family must have at least three fixed income funds and less than $63.5 billion in assets under management for 2016. Westcore Funds Funds ranked 1 out of 74 eligible companies for 2016.

The Mid-Cap Value Fund award is granted to the fund in the Mid-Cap Value category with the highest Lipper Leader score for Consistent Return over the 3-year period as of 11/30/2016. Other share classes may have different performance and expense characteristics. Lipper awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds’ historical risk-adjusted returns, relative to peers.

From Thomson Reuters Lipper Awards, ©2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Lipper, a wholly owned subsidiary of Thomson Reuters, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries and media organizations.

RISKS: Westcore Fixed Income Funds are subject to additional risk in that they may invest in high-yield/high-risk bonds and is subject to greater levels of liquidity risk. In addition, the exposure these funds have to foreign markets can regularly affect the net asset value (NAV) and total return of this Fund due to foreign risk.

Investing in mid-cap funds generally will be more volatile and loss of principal could be greater than investing in large-cap funds.

Dividends are not guaranteed. A company’s future abilities to pay dividends may be limited and a company may cease paying dividends at any time.

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