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

19.78
Net Asset Value
-0.55%
1 Day
-4.67%
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+0.05% 3 years+16.43%
3 months0.00% 5 years+13.74%
1 year+0.69% Since inception+9.30%
Data through --

Peer Comparisonvs. Small growth

 EGWAXCategory
Performance 5-yr return+13.74%+19.88%
Expense ratio1.55%1.41%
Risk 5 year sharpe ratio0.860.98
Net assets$146.2M$806.8M
Average market cap$1.8B$2.8B
Average P/E29.425.4
Portfolio turnover36%36%

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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. stock97.28%
Cash1.75%
International stock0.96%
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
CNQR Concur Technologies Inc2.58%
OAS Oasis Petroleum Inc2.33%
DXCM DexCom Inc2.30%
AKRX Akorn Inc2.25%
EXAM ExamWorks Group Inc2.12%
PFPT Proofpoint Inc2.05%
PRAA Portfolio Recovery Associates Inc2.03%
ULTI Ultimate Software Group Inc1.96%
CAVM Cavium Inc1.96%
PCRX Pacira Pharmaceuticals Inc1.91%

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