Westcore Plus Bond Fund Earns 2006 Lipper Fund Award.DENVER -- The Westcore Plus Bond Fund (WTIBX) earned a 2006 Lipper Fund Award last night at the annual Lipper Fund Awards in New York City New York City: see New York, city. New York City City (pop., 2000: 8,008,278), southeastern New York, at the mouth of the Hudson River. The largest city in the U.S. . The award, which was accepted by Westcore Funds President Todger Anderson, CFA (Computer Fraud and Abuse Act of 1986) Signed into law in 1986, the CFA was a significant step forward in criminalizing unauthorized access to computer systems and networks. The Act applies to "federal interest computers" that include any system used by the U.S. , represents excellence in delivering consistently strong risk-adjusted performance relative to category peers. As classified by Lipper, the Fund ranked 1 out of 377 Intermediate Investment Grade Debt funds for the three-year period ended December 31, 2005. "This award symbolizes Westcore's longstanding commitment to independent investment research, as well as the discipline and analytical expertise we bring to fixed income investing," said Anderson. "It also speaks to the collaborative efforts of co-portfolio managers Mark R. McKissick, CFA, William E. Stafford Jr., CFA, and the entire Westcore fixed income research team on behalf of the Fund's shareholders." Designed for long-term investors seeking current monthly income or portfolio diversification Portfolio diversification Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio's performance by the poor performance of a single security, industry, (or country). , the Westcore Plus Bond Fund seeks long-term total rate of return, consistent with preservation of capital Preservation of Capital An investment strategy whose primary goal is to prevent the loss of an investment's total value. Notes: For investors using the capital preservation strategy to achieve their goal, they must ensure their portfolio is producing a return that is at , by investing primarily in investment-grade bonds Investment-grade bonds A bond that is assigned a rating in the top four categories by commercial credit rating companies. S&P classifies investment-grade bonds as BBB or higher, and Moody's classifies investment grade bonds as BAA or higher. Related: High-yield bond. of varying maturities. The Fund employs a bottom-up, fundamental research methodology, focusing on credit quality, underlying asset value and income stream. The Westcore Funds are managed by Denver Investment Advisors LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , a nationally recognized investment advisory firm with over $7.5 billion in combined assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. (1) and a four-decade history of serving some of America's largest institutions. The 100% no-load Westcore Funds family, consisting of eight equity funds, three bond funds and a non-proprietary money market fund, offers individual investors access to the full breadth of this experience. (1) These assets include total assets of the adviser as well as mutual fund assets Fund assets The total value of a portfolio's securities, cash, and other holdings, minus any outstanding debts. . Westcore Plus Bond Fund is subject to additional risk in that it may invest in high-yield/high-risk bonds and is subject to greater levels of liquidity risk. In addition, this Fund's exposure to foreign markets can regularly affect the net asset value (NAV See navigation system and navigation bar. ) and total return of this Fund due to foreign risk. A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over the three-year period ended December 31, 2005. Consistent Return reflect funds' historical risk-adjusted returns, adjusted for volatility. Within Lipper's Intermediate Investment Grade Debt fund classification, the Westcore Plus Bond Fund was ranked 1 out of 377 funds for three years as of December 31, 2005. Rankings are based on returns excluding sales charges and expenses. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities. An investor should consider investment objectives, risks, charges, and expenses of the Fund(s) carefully before investing. To obtain a prospectus, which contains this and other important information about the Fund(s), please call 800-392-CORE (2673) or visit us online at www.westcore.com. Please read the prospectus carefully before investing. Past performance is no guarantee of future results. Westcore Funds are distributed by ALPS Alps, great mountain system of S central Europe, c.500 mi (800 km) long and c.100 mi (160 km) wide, curving in a great arc from the Riviera coast on the Mediterranean Sea, along the borders of N Italy and adjacent regions of SE France, Switzerland, SW Germany, and Distributors, Inc. |
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