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+4.60% 3 years+17.93%
3 months+5.57% 5 years+16.04%
1 year+14.50% Since inception+7.12%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.04%+15.12%
Expense ratio1.12%1.37%
Risk 5 year sharpe ratio0.730.94
Net assets$133.5M$817.7M
Average market cap$2.1B$2.9B
Average P/E29.728.0
Portfolio turnover36%36%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock95.54%
International stock2.39%
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
PFPT Proofpoint Inc3.10%
CAVM Cavium Inc2.63%
PRAA PRA Group Inc2.54%
DXCM DexCom Inc2.30%
MKTX Marketaxess Holdings Inc2.24%
AKRX Akorn Inc2.14%
EXAM ExamWorks Group Inc2.13%
MDSO Medidata Solutions Inc1.99%
MLNX Mellanox Technologies Ltd1.97%
BLOX Infoblox Inc1.94%

To view my watchlist

Not a member yet?

Sign up now for a free account