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Wells Fargo Disciplined U.S. Core Fund - Class C (EVSTX)

13.36
Net Asset Value
+0.60%
1 Day
+5.61%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
1.59%
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.

Performance

1 month-0.97% 3 years+9.88%
3 months+5.48% 5 years+15.03%
1 year+11.16% Since inception+3.83%
Data through --

Peer Comparisonvs. Large blend

 EVSTXCategory
Performance 5-yr return+15.03%+10.10%
Expense ratio1.59%1.03%
Risk 5 year sharpe ratio1.171.05
Net assets$769.3M$4.1B
Average market cap$80.7B$105.1B
Average P/E17.219.9
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureGreg Golden / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock98.79%
Cash1.21%
International stock0.00%
Fixed income0.00%
Other0.00%
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 Apple3.59%
MSFT Microsoft2.93%
XOM Exxon Mobil2.60%
JNJ Johnson & Johnson2.56%
PFE Pfizer1.83%
CVX Chevron1.72%
GE General Electric1.66%
INTC Intel1.59%
CSCO Cisco1.58%
T AT&T1.57%