Wells Fargo Advantage Traditional Small Cap Growth Fund Class A (EGWAX)

18.40
Net Asset Value
+0.71%
1 Day
+4.66%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.55%
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.

Performance

1 month+1.88% 3 years+15.21%
3 months+2.00% 5 years+16.25%
1 year+11.25% Since inception+9.42%
Data through --

Peer Comparisonvs. Small growth

 EGWAXCategory
Performance 5-yr return+16.25%+15.12%
Expense ratio1.55%1.37%
Risk 5 year sharpe ratio0.830.94
Net assets$135.5M$817.7M
Average market cap$2.0B$2.9B
Average P/E32.328.0
Portfolio turnover73%73%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureLinda Freeman / 23 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock92.16%
Cash5.05%
International stock2.79%
Fixed income0.00%
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
PRAA PRA Group Inc2.59%
MYCC ClubCorp Holdings Inc2.38%
DXCM DexCom Inc2.31%
MDSO Medidata Solutions Inc2.24%
LOGM LogMeIn Inc2.23%
POOL Pool Corp2.17%
EXAM ExamWorks Group Inc2.16%
ULTI Ultimate Software Group Inc2.14%
FLTX Fleetmatics Group PLC2.11%
PVTB PrivateBancorp Inc2.10%

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