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

15.82
Net Asset Value
+2.00%
1 Day
+4.98%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.51%
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-0.94% 3 years+7.67%
3 months+6.88% 5 years+11.94%
1 year+21.15% Since inception+9.34%
Data through --

Peer Comparisonvs. Small growth

 EGWAXCategory
Performance 5-yr return+11.94%+13.96%
Expense ratio1.51%1.28%
Risk 5 year sharpe ratio0.880.98
Net assets$98.3M$1.1B
Average market cap$2.2B$4.0B
Average P/E29.232.3
Portfolio turnover113%113%

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 Funds
Fund manager & tenureAlexi Makkas / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock89.44%
Fixed income8.75%
Cash1.80%
International stock0.00%
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
AMN AMN Healthcare Services Inc3.18%
WAGE WageWorks Inc2.81%
HAWK Blackhawk Network Holdings Inc2.75%
DLX Deluxe Corp2.59%
BYD Boyd Gaming Corp2.43%
GNRC Generac Holdings Inc2.39%
FRPT Freshpet Inc2.37%
SUM Summit Materials Inc2.35%
PLNT Planet Fitness Inc2.34%
HCSG Healthcare Services Group Inc2.29%