Wells Fargo Advantage Discovery Fund Investor Class (STDIX)

34.06
Net Asset Value
-0.21%
1 Day
+9.20%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.31%
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+0.12% 3 years+18.32%
3 months+3.90% 5 years+18.60%
1 year+19.27% Since inception+11.80%
Data through --

Peer Comparisonvs. Mid-cap growth

 STDIXCategory
Performance 5-yr return+18.60%+14.47%
Expense ratio1.31%1.33%
Risk 5 year sharpe ratio0.960.89
Net assets$3.4B$1.3B
Average market cap$5.1B$9.7B
Average P/E31.825.2
Portfolio turnover84%84%

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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. stock92.43%
International stock7.26%
Cash0.31%
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
CNK Cinemark Holdings Inc2.25%
WAB Westinghouse Air Brake Technologies Corp2.20%
CSGP CoStar Group Inc2.08%
SEIC SEI Investments Co1.90%
ODFL Old Dominion Freight Line Inc1.88%
SERV Servicemaster Global Holdings Inc1.78%
CSL Carlisle Companies Inc1.73%
AYI Acuity Brands Inc1.68%
CRI Carter's Inc1.66%
DATA Tableau Software Inc1.64%

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