Wells Fargo Traditional Small Cap Growth Fund - Class Admin (EGWDX)

17.35
Net Asset Value
-0.52%
1 Day
+2.91%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.43%
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-2.31% 3 years+7.10%
3 months+4.77% 5 years+11.69%
1 year+18.85% Since inception+13.00%
Data through --

Peer Comparisonvs. Small growth

 EGWDXCategory
Performance 5-yr return+11.69%+13.96%
Expense ratio1.43%1.28%
Risk 5 year sharpe ratio0.890.98
Net assets$98.3M$1.1B
Average market cap$2.2B$4.0B
Average P/E29.232.3
Portfolio turnover113%113%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureAlexi Makkas / 2 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

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%