WCLCX Performance — Westfield Capital Large Cap Growth Fund, Investor Class
Data updated: 2020-06-25
In the 12 months to Apr 2020 the fund took in a net $7.9M, and assets reached $17.12M.
WCLCX Growth of $100
What $100 invested in Westfield Capital Large Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Emerging Markets Equity category average over the same months.
| Period | WCLCX | Category average |
|---|---|---|
| Since data start (Feb 2020 – Apr 2020) | $91 | $88 |
WCLCX Annual Returns
Calendar-year total returns of Westfield Capital Large Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2020 (Feb–Apr) | −8.87% |
WCLCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | — | +14.2% | −14.3% | −6.9% | — | — | — | — | — | — | — | — |
WCLCX Risk
Risk measures from monthly returns over Feb 2020 – Apr 2020.
- Best month: +14.20% (Feb 2020)
- Worst month: −14.29% (Mar 2020)
WCLCX Fund Flows
Monthly money in and out of Westfield Capital Large Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $7.9M
- 12-month gross sales (incl. reinvestments): $1.5M
- Sales ÷ redemptions: -0.23×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Apr 2020 | $279K | −$842K | $1.1M |
| Mar 2020 | $1.2M | −$5.4M | $6.5M |
| Feb 2020 | $59K | −$177K | $236K |
WCLCX Assets Under Management
Net assets of Westfield Capital Large Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2020-04-30 | $17.12M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.