| 15.98 Net Asset Value | +0.76% 1 Day | +18.11% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.76% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -1.18% | 3 years | +16.10% | |
| 3 months | +6.02% | 5 years | +6.19% | |
| 1 year | +25.52% | Since inception | +8.48% |
| EVSYX | Category | |
|---|---|---|
| Performance 5-yr return | +6.19% | +4.49% |
| Expense ratio | 0.76% | 1.20% |
| Risk 5 year sharpe ratio | 0.36 | 0.30 |
| Net assets | $414.4M | $2.2B |
| Average market cap | $51.1B | $56.4B |
| Average P/E | 14.3 | 14.8 |
| Portfolio turnover | 82% | 82% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wells Fargo Advantage |
| Fund manager & tenure | Greg Golden / 1 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 15.66% |
| Energy | 11.58% |
| Consumer goods | 11.56% |
| Industrial materials | 11.13% |
| Healthcare | 10.54% |
| XOM Exxon Mobil Corporation | 3.60% |
| AAPL Apple Inc | 2.88% |
| CVX Chevron Corp | 2.47% |
| JNJ Johnson & Johnson | 2.33% |
| MSFT Microsoft Corporation | 2.23% |
| GE General Electric Co | 2.16% |
| T AT&T Inc | 1.99% |
| VZ Verizon Communications Inc | 1.73% |
| PFE Pfizer Inc | 1.72% |
| C Citigroup Inc | 1.59% |
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