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

19.67
Net Asset Value
+0.05%
1 Day
+14.16%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.18%
Expense Ratio
Average
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.

Performance

1 month+7.14% 3 years+10.55%
3 months+7.90% 5 years+12.65%
1 year+25.65% Since inception+7.61%
Data through --

Peer Comparisonvs. Small growth

 EGRYXCategory
Performance 5-yr return+12.65%+11.88%
Expense ratio1.18%1.26%
Risk 5 year sharpe ratio0.820.90
Net assets$100.5M$1.1B
Average market cap$2.6B$3.7B
Average P/E31.426.5
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureMichael Smith / 0 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock77.02%
International stock10.94%
Fixed income10.38%
Cash1.66%
Other0.00%
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
ENV Envestnet Inc2.08%
WEX WEX Inc1.93%
WNS WNS (Holdings) Ltd1.85%
ATGE Adtalem Global Education Inc1.84%
EPAM EPAM Systems Inc1.80%
BFAM Bright Horizons Family Solutions Inc1.80%
BCO Brinks Co1.68%
PODD Insulet Corp1.66%
HAE Haemonetics Corp1.63%
LFUS Littelfuse Inc1.57%