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Wells Fargo Advantage Precious Metals Fund Institutional Class (EKWYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Equity precious metals
Style or Category
No Load
Sales Expenses
Expense Ratio
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 investments related to precious metals. It invests any amount of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. The fund invests up to 40% of its total assets in emerging market equity securities; and up to 25% of its total assets, at the time of purchase, in debt securities linked to precious metals and common or preferred stocks of subsidiaries of the fund that invest directly or indirectly in precious metals and minerals. It is non-diversified.


1 month+12.68% 3 years-29.22%
3 months-5.83% 5 years-19.62%
1 year-26.88% Since inception+8.27%
Data through --

Peer Comparisonvs. Equity precious metals

Performance 5-yr return-19.62%-22.05%
Expense ratio0.84%1.50%
Risk 5 year sharpe ratio-0.58-0.61
Net assets$265.1M$406.2M
Average market cap$3.1B$2.5B
Average P/E32.620.4
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureMichael Bradshaw / 8 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


International stock84.09%
U.S. stock11.22%
Fixed income0.64%
Top 5 Sectors
Portfolio weighting
Industrial materials 99.44%
Energy 0.56%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
GOLD Randgold Resources Ltd10.11%
-- 8.54%
-- 7.09%
RGLD Royal Gold Inc6.07%
NEM Newmont Mining Corp4.18%
-- 4.04%
-- 3.90%
AU AngloGold Ashanti Ltd3.14%
-- 3.11%
-- 3.08%

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