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Wells Fargo Traditional Small Cap Growth Fund - Class Inst (EGRYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances- the fund 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+3.36% 3 years+9.86%
3 months+5.19% 5 years+12.55%
1 year+25.16% Since inception+7.26%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.55%+13.96%
Expense ratio1.18%1.28%
Risk 5 year sharpe ratio0.901.01
Net assets$94.6M$1.0B
Average market cap$2.2B$3.8B
Average P/E28.728.5
Portfolio turnover113%113%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureAlexi Makkas / 2 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock88.62%
Fixed income8.83%
International stock0.00%
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
AMN AMN Healthcare Services Inc3.24%
WAGE WageWorks Inc2.90%
HAWK Blackhawk Network Holdings Inc2.83%
FRPT Freshpet Inc2.56%
PLNT Planet Fitness Inc2.49%
GNRC Generac Holdings Inc2.36%
HCSG Healthcare Services Group Inc2.25%
BYD Boyd Gaming Corp2.21%
LHCG LHC Group Inc2.09%
GDOT Green Dot Corp2.08%