| 15.90 Net Asset Value | +0.19% 1 Day | +18.83% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | 5.75 Sales Expenses | 0.92% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +7.30% | 3 years | +17.97% | |
| 3 months | +11.45% | 5 years | +5.43% | |
| 1 year | +31.97% | Since inception | +8.89% |
| EVSAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.43% | +4.49% |
| Expense ratio | 0.92% | 1.20% |
| Risk 5 year sharpe ratio | 0.34 | 0.29 |
| Net assets | $407.9M | $2.1B |
| Average market cap | $50.1B | $55.9B |
| Average P/E | 14.2 | 14.7 |
| Portfolio turnover | 82% | 82% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wells Fargo Advantage |
| Fund manager & tenure | Greg Golden / 1 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 15.66% |
| Energy | 11.58% |
| Consumer goods | 11.56% |
| Industrial materials | 11.13% |
| Healthcare | 10.54% |
| XOM Exxon Mobil Corporation | 3.56% |
| AAPL Apple Inc | 2.94% |
| JNJ Johnson & Johnson | 2.27% |
| CVX Chevron Corp | 2.09% |
| MSFT Microsoft Corporation | 2.06% |
| T AT&T Inc | 1.99% |
| BRKB Berkshire Hathaway Inc Class B | 1.99% |
| GE General Electric Co | 1.77% |
| PFE Pfizer Inc | 1.73% |
| VZ Verizon Communications Inc | 1.61% |
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