Wells Fargo Advantage Growth Fund Investor Class (SGROX)

53.49
Net Asset Value
+0.30%
1 Day
+4.74%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.24%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of companies that the advisor believes have prospects for robust and sustainable growth of revenues and earnings. The fund selects equity securities of companies of all market capitalizations. It may also invest in equity securities of foreign issuers through ADRs and similar investments.

Performance

1 month+5.94% 3 years+19.60%
3 months+3.32% 5 years+18.17%
1 year+7.44% Since inception+11.50%
Data through --

Peer Comparisonvs. Large growth

 SGROXCategory
Performance 5-yr return+18.17%+14.60%
Expense ratio1.24%1.24%
Risk 5 year sharpe ratio1.181.06
Net assets$11.1B$2.6B
Average market cap$18.6B$69.6B
Average P/E29.423.6
Portfolio turnover42%42%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureThomas Ognar / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock97.12%
International stock2.51%
Cash0.37%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 19.44%
Consumer service 19.38%
Healthcare 15.48%
Telecommunication 7.71%
Energy 7.69%
Top 10 Holdings
Portfolio weighting
ALXN Alexion Pharmaceuticals Inc2.79%
GOOGL Google Inc Class A2.35%
GOOG Google Inc2.29%
CXO Concho Resources Inc2.16%
UNP Union Pacific Corp2.11%
FB Facebook Inc Class A2.07%
DLTR Dollar Tree Stores Inc1.99%
KMX CarMax Inc1.94%
LKQ LKQ Corp1.88%
BIIB Biogen Idec Inc1.88%

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