Wells Fargo Advantage Traditional Small Cap Growth Fund Institutional Class (EGRYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000  Index at the time of purchase.


1 month-3.69% 3 years+16.60%
3 months+1.95% 5 years+12.88%
1 year-4.17% Since inception+6.74%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.88%+14.84%
Expense ratio1.12%1.41%
Risk 5 year sharpe ratio0.770.85
Net assets$139.3M$805.6M
Average market cap$1.9B$2.6B
Average P/E29.624.8
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureLinda Freeman / 23 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock96.46%
International stock0.97%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 13.33%
Industrial materials 12.56%
Consumer service 11.00%
Business service 9.59%
Consumer goods 9.05%
Top 10 Holdings
Portfolio weighting
CNQR Concur Technologies Inc2.71%
CAVM Cavium Inc2.30%
PFPT Proofpoint Inc2.25%
DXCM DexCom Inc2.10%
PRAA Portfolio Recovery Associates Inc2.08%
ULTI Ultimate Software Group Inc2.08%
TASR Taser International Inc2.01%
AKRX Akorn Inc2.00%
PCRX Pacira Pharmaceuticals Inc1.96%
EXAM ExamWorks Group Inc1.93%

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