Wells Fargo Advantage Discovery Fund Investor Class (STDIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap 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 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.


1 month+0.72% 3 years+15.07%
3 months+9.43% 5 years+16.12%
1 year+15.14% Since inception+11.87%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+16.12%+14.47%
Expense ratio1.31%1.33%
Risk 5 year sharpe ratio1.030.95
Net assets$3.5B$1.4B
Average market cap$5.2B$9.4B
Average P/E30.625.6
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


U.S. stock94.29%
International stock3.87%
Fixed income0.00%
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
WAB Westinghouse Air Brake Technologies Corp2.21%
CSGP CoStar Group Inc2.09%
PII Polaris Industries Inc1.96%
CNK Cinemark Holdings Inc1.94%
ODFL Old Dominion Freight Line Inc1.91%
SEIC SEI Investments Co1.86%
SBAC SBA Communications Corp1.85%
SERV Servicemaster Global Holdings Inc1.78%
CSL Carlisle Companies Inc1.75%
COO Cooper Companies Inc1.71%

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