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

14.05
Net Asset Value
+2.33%
1 Day
-3.57%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
1.68%
Expense Ratio
Average
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. The fund may use futures to manage risk or to enhance return.

Performance

1 month-1.17% 3 years+20.20%
3 months+0.60% 5 years+14.41%
1 year+15.92% Since inception+3.80%
Data through --

Peer Comparisonvs. Large value

 EVSTXCategory
Performance 5-yr return+14.41%+13.69%
Expense ratio1.68%1.16%
Risk 5 year sharpe ratio1.111.05
Net assets$509.9M$2.6B
Average market cap$71.0B$84.1B
Average P/E17.016.5
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

Holdings

U.S. stock97.10%
Cash1.87%
International stock1.03%
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 Apple Inc3.73%
XOM Exxon Mobil Corporation2.66%
JNJ Johnson & Johnson2.39%
GE General Electric Co2.04%
CVX Chevron Corp1.85%
PFE Pfizer Inc1.75%
VZ Verizon Communications Inc1.71%
INTC Intel Corp1.66%
C Citigroup Inc1.58%
DIS Walt Disney Co1.53%

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