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

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
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 equity securities of U.S. large-capitalization companies. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the S&P 500  Index at the time of purchase.


1 month+0.21% 3 years+16.67%
3 months+12.06% 5 years+13.83%
1 year+2.98% Since inception+3.74%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+13.83%+10.79%
Expense ratio1.63%1.12%
Risk 5 year sharpe ratio1.140.96
Net assets$515.2M$2.2B
Average market cap$69.8B$81.6B
Average P/E16.917.3
Portfolio turnover53%53%

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Fund Management and Purchase Info

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


U.S. stock97.48%
International stock1.24%
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 Apple4.33%
XOM Exxon Mobil2.58%
GE General Electric2.06%
JNJ Johnson & Johnson1.88%
PFE Pfizer1.78%
JPM JPMorgan Chase1.65%
HD Home Depot1.60%
MSFT Microsoft1.54%
CVX Chevron1.51%
GILD Gilead Sciences1.49%