Wells Fargo Advantage Discovery Fund Investor Class (STDIX)

32.37
Net Asset Value
+0.87%
1 Day
-3.83%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.34%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small- and medium-capitalization companies; and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests in equity securities of small- and medium-capitalization companies that the managers believe offer favorable opportunities for growth. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments.

Performance

1 month-1.40% 3 years+16.24%
3 months-2.12% 5 years+17.36%
1 year+0.43% Since inception+11.62%
Data through --

Peer Comparisonvs. Mid-cap growth

 STDIXCategory
Performance 5-yr return+17.36%+14.82%
Expense ratio1.34%1.34%
Risk 5 year sharpe ratio1.020.94
Net assets$3.3B$1.3B
Average market cap$5.1B$8.6B
Average P/E29.023.7
Portfolio turnover86%86%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureThomas Pence / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock94.88%
International stock4.28%
Cash0.84%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 14.77%
Consumer goods 12.27%
Telecommunication 11.50%
Healthcare 10.75%
Business service 10.65%
Top 10 Holdings
Portfolio weighting
SBAC SBA Communications Corp2.35%
IHS IHS Inc Class A2.32%
WAB Westinghouse Air Brake Technologies Corp2.09%
STZ Constellation Brands Inc Class A2.05%
LKQ LKQ Corp1.97%
ODFL Old Dominion Freight Lines1.95%
PBYI Puma Biotechnology Inc1.85%
COO Cooper Companies1.83%
JAZZ Jazz Pharmaceuticals PLC1.81%
SLXP Salix Pharmaceuticals Ltd1.80%

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