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

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
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 its 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 $3.278 billion to $873.9 billion- as of October 31- 2017 and is expected to change frequently.


1 month+3.67% 3 years+12.29%
3 months+8.76% 5 years+15.31%
1 year+22.36% Since inception+4.79%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.31%+14.24%
Expense ratio1.60%0.99%
Risk 5 year sharpe ratio1.531.37
Net assets$1.3B$5.4B
Average market cap$90.9B$136.6B
Average P/E19.922.5
Portfolio turnover60%60%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureGreg Golden / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock99.04%
International stock0.19%
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 Apple3.93%
MSFT Microsoft3.43%
JNJ Johnson & Johnson2.32%
XOM Exxon Mobil2.17%
BRKB Berkshire Hathaway2.03%
GOOG Google2.02%
FB Facebook1.96%
JPM JPMorgan Chase1.79%
UNH UnitedHealth1.75%
GOOGL Google1.69%