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WLGRX

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Analysis and statistics

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About

WLGRX.US is the ticker symbol for the Westcore Long-Term Global Equity Fund, Class R6. This fund is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies located around the world, including both developed and emerging market countries. It generally holds a diversified portfolio of common stocks of companies that the investment advisor believes have the potential for long-term growth. The fund's Class R6 shares are typically available to institutional investors and retirement plans, and they often have lower expense ratios compared to other share classes due to the absence of distribution or service fees.
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Factors

[Market Interest Rates]: Rising rates often decrease bond values, impacting WLGRX which holds bonds. Lower rates tend to increase bond values.

[Credit Risk]: Downgrades or perceived increases in default risk of issuers within WLGRX's portfolio can lower its price.

[Inflation Expectations]: Higher inflation erodes bond values, impacting WLGRX negatively. Lower inflation has the opposite effect.

[Economic Growth]: A strong economy might increase rates and reduce bond appeal, potentially decreasing WLGRX's price.

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