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Wells Fargo Advantage Traditional Small Cap Growth Fund Administrator Class (EGWDX)

18.58
Net Asset Value
+1.86%
1 Day
-1.95%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.34%
Expense Ratio
Above 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-6.56% 3 years+12.42%
3 months-5.59% 5 years+15.06%
1 year+1.93% Since inception+15.25%
Data through --

Peer Comparisonvs. Small growth

 EGWDXCategory
Performance 5-yr return+15.06%+17.65%
Expense ratio1.34%1.37%
Risk 5 year sharpe ratio0.880.99
Net assets$134.9M$840.8M
Average market cap$1.8B$3.0B
Average P/E32.929.8
Portfolio turnover73%73%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureAlexi Makkas / 0 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00

Holdings

U.S. stock96.47%
Cash3.53%
International stock0.00%
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 Inc3.17%
FLTX Fleetmatics Group PLC3.01%
MYCC ClubCorp Holdings Inc2.79%
POOL Pool Corp2.34%
SFLY Shutterfly Inc2.34%
ABCO Advisory Board Co2.29%
MINI Mobile Mini Inc2.24%
MPAA Motorcar Parts of America Inc2.23%
GMED Globus Medical Inc2.23%
LOGM LogMeIn Inc2.22%

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