14 important things you should know about Westfield Capital WCLGX mutual fund

Updated: June 30, 2020
20

Before we start: if you’re looking for WCLGX “stock” price, you can quickly find it out by visiting Finny and typing "WCLGX quote". If you’re looking for a quick scoop on WCLGX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "WCLGX". You’ll get all this info in one place.

Are you looking to buy or sell WCLGX? Or perhaps you’re looking for WCLGX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this WCLGX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: WCLGX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: WCLGX buy or sell; the pros and cons of investing in WCLGX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to WCLGX.

And here is the list of questions we’ll answer:

  1. Describe Advisors' Inner Circle Fund II: Westfield Capital Large Cap Growth Fund; Institutional Class Shares (WCLGX).
  2. What are WCLGX holdings?
  3. What is WCLGX performance? What are WCLGX historical returns?
  4. How many up and down years did WCLGX have historically?
  5. What is WCLGX dividend yield?
  6. What is WCLGX minimum initial investment amount?
  7. What is WCLGX expense ratio?
  8. Does WCLGX have any sales loads or 12b-1 distribution expenses?
  9. What is WCLGX tax efficiency (tax-cost ratio)?
  10. What is WCLGX beta? How would you assess WCLGX risk?
  11. What is WCLGX Sharpe ratio?
  12. What is WCLGX Finny Score? WCLGX buy or sell?
  13. What are the pros of investing in WCLGX? What are WCLGX buy reasons?
  14. What are the cons of investing in WCLGX? What are WCLGX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Advisors' Inner Circle Fund II: Westfield Capital Large Cap Growth Fund; Institutional Class Shares (WCLGX).

The Fund seeks long-term capital growth. The Fund invests at least 80% of its net assets in equity securities of large capitalization companies. The Fund's adviser strives to build a portfolio comprised of approximately 35-60 equity securities that are believed to have above average prospects for growth.

2. What are WCLGX top holdings?

WCLGX has 42 stock holdings and 0 bond holdings.

The top 10 holdings represent 43.00% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 5.73%
Amazon.com Inc AMZN 5.67%
Microsoft Corp MSFT 5.62%
Alphabet Inc A GOOGL 5.30%
Facebook Inc A FB 4.26%
Visa Inc Class A V 3.70%
Humana Inc HUM 3.47%
Salesforce.com Inc CRM 3.42%
ServiceNow Inc NOW 2.97%
Vertex Pharmaceuticals Inc VRTX 2.86%

3. What is WCLGX performance? What are WCLGX historical returns?

WCLGX has generated the following returns:

  • 1-month return is 10.76%;
  • 3-month return is -9.79%;
  • 1-year return is 10.78%;
  • 3-year return is 14.05%;
  • 5-year return is 11.31%.

4. How many up and down years did WCLGX have historically?

In the last 10 years, WCLGX had 9 up years and 1 down year.

5. What is WCLGX dividend yield?

WCLGX yield is 0.52%.

6. What is WCLGX minimum initial investment amount?

WCLGX minimum initial investment amount is $50.00K.

7. What is WCLGX expense ratio?

WCLGX expense ratio is 0.85%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does WCLGX have any sales loads or 12b-1 distribution expenses?

WCLGX 12b-1 distribution fee is 0. WCLGX front-end sales load is 0. WCLGX back-end sales load is 0.

9. What is WCLGX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 31.28%;
  • 3-year ax cost ratio is 17.44%.

10. What is WCLGX beta? How would you assess WCLGX risk?

  • 3-year beta is 1.10;
  • 5-year beta is 1.09.

11. What is WCLGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.50;
  • 5-year Sharpe ratio is 0.49.

Analysis

12. What is WCLGX Finny Score? WCLGX buy or sell?

WCLGX Finny Score is 20. Our quantitative analysis shows 1 reason to buy WCLGX and 4 reasons to sell it, resulting in the Finny Score of 20.

13. What are the pros of investing in WCLGX? What are WCLGX buy reasons?

The following are WCLGX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in WCLGX? What are WCLGX negatives?

The following are WCLGX weaknesses from our perspective:

  • WCLGX net assets are $23.60 million. This fund is not a popular choice with retail investors.
  • WCLGX 3-year return is 14.05%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 16.46%.
  • WCLGX 5-year return is 11.31%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 13.74%.
  • WCLGX expense ratio is 0.85%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the WCLGX review, we covered WCLGX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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