Wells Fargo Advantage Growth Fund Investor Class (SGROX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
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 may invest in the equity securities of companies of any market capitalization.


1 month-0.07% 3 years+14.99%
3 months+5.54% 5 years+17.87%
1 year+4.73% Since inception+11.47%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+17.87%+14.09%
Expense ratio1.24%1.23%
Risk 5 year sharpe ratio1.060.98
Net assets$10.6B$2.7B
Average market cap$20.0B$70.2B
Average P/E29.022.3
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


U.S. stock96.18%
International stock2.72%
Fixed income0.00%
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 Inc3.25%
UNP Union Pacific Corp2.46%
DLTR Dollar Tree Stores Inc2.40%
GOOGL Google Inc Class A2.31%
AAPL Apple Inc2.27%
GOOG Google Inc Class C2.14%
MCHP Microchip Technology Inc2.03%
FB Facebook Inc Class A2.01%
KMX CarMax Inc2.01%
ADS Alliance Data Systems Corp1.96%

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