Westfield Capital Large Cap Growth Fund Institutional Class Shares (WCLGX)
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Westfield Capital Large Cap Growth Fund Institutional Class Shares
Advisors Inner Circle Fund II (Westfield)
One Freedom Valley Drive
Oaks PA 19456
866-454-0738
Management Information
Richard D. Lee,Lead Manager since July 12, 2011
Westfield Capital welcomed Rich to the team in 2004. He is a Managing Partner, Deputy Chief Investment Officer and a member of the Investment Committee. Rich brings 24 years of experience to his focus on the Information Technology sector for all the Products that the Investment Committee oversees.
Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions.
Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyWestfield Capital
Net Assets44.17M
YTD Return1.67%
Yield297.81%
Morningstar Rating★★★
Inception DateJul 12, 2011
Fund Operations
Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover57.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWCLGXCategory Average
Annual Report Expense Ratio (net)0.85%0.99%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio1.17%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection340N/A
5 Yr Expense Projection613N/A
10 Yr Expense Projection1,392N/A
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