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Wells Fargo Disciplined U.S. Core Fund - Class A (EVSAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
Sales Expenses
Expense Ratio
Below 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 U.S. large-capitalization companies. It invests principally in equity securities of large-capitalization companies, which the managers define as companies with market capitalizations within the range of the S&P 500  Index at the time of purchase. The market capitalization range of the S&P 500  Index was approximately $1.5 billion to $666.2 billion, as of October 31, 2015 and is expected to change frequently.


1 month+5.55% 3 years+9.64%
3 months+1.85% 5 years+14.74%
1 year+7.83% Since inception+9.19%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.74%+14.71%
Expense ratio0.84%1.02%
Risk 5 year sharpe ratio1.291.09
Net assets$769.1M$4.1B
Average market cap$86.6B$113.2B
Average P/E16.820.8
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureGreg Golden / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock97.98%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.66%
Energy 11.58%
Consumer goods 11.56%
Industrial materials 11.13%
Healthcare 10.54%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.67%
MSFT Microsoft2.95%
XOM Exxon Mobil2.54%
JNJ Johnson & Johnson2.32%
AMZN Amazon1.78%
PFE Pfizer1.78%
CVX Chevron1.71%
INTC Intel1.62%
GE General Electric1.57%
T AT&T1.56%