Wells Fargo Disciplined U.S. Core Fund - Class Admin (EVSYX)

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+0.73% 3 years+11.48%
3 months+2.45% 5 years+14.54%
1 year+16.68% Since inception+9.55%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.54%+14.24%
Expense ratio0.77%0.97%
Risk 5 year sharpe ratio1.461.23
Net assets$1.3B$5.4B
Average market cap$92.0B$153.3B
Average P/E20.020.7
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$1,000,000.00
Minimum IRA investment--


U.S. stock98.60%
International stock0.31%
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
MSFT Microsoft3.63%
AAPL Apple3.59%
BRKB Berkshire Hathaway2.11%
JNJ Johnson & Johnson2.07%
XOM Exxon Mobil2.04%
AMZN Amazon2.03%
FB Facebook1.94%
GOOG Google1.86%
JPM JPMorgan Chase1.85%
GOOGL Google1.81%