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. The fund may use futures to manage risk or to enhance return.


1 month-5.72% 3 years+18.22%
3 months-2.98% 5 years+13.13%
1 year+11.26% Since inception+3.50%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+13.13%+13.69%
Expense ratio1.69%1.16%
Risk 5 year sharpe ratio1.071.03
Net assets$470.6M$2.6B
Average market cap$69.9B$82.1B
Average P/E16.016.2
Portfolio turnover71%71%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureGreg Golden / 3 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock99.17%
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 Apple Inc3.62%
XOM Exxon Mobil Corporation2.80%
JNJ Johnson & Johnson2.36%
GE General Electric Co2.10%
MSFT Microsoft Corp2.07%
CVX Chevron Corp2.03%
VZ Verizon Communications Inc1.83%
INTC Intel Corp1.81%
PFE Pfizer Inc1.75%
DIS Walt Disney Co1.57%

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