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
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-1.86% 3 years+21.63%
3 months-1.63% 5 years+17.75%
1 year+4.39% Since inception+11.85%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+17.75%+18.98%
Expense ratio1.34%1.34%
Risk 5 year sharpe ratio1.141.06
Net assets$3.4B$1.3B
Average market cap$4.8B$9.3B
Average P/E28.524.7
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


U.S. stock93.99%
International stock5.04%
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
SBAC SBA Communications Corp2.37%
IHS IHS Inc Class A2.22%
WAB Westinghouse Air Brake Technologies Corp2.10%
STZ Constellation Brands Inc Class A2.04%
ODFL Old Dominion Freight Lines1.93%
COO Cooper Companies1.87%
VNTV Vantiv Inc1.85%
LKQ LKQ Corp1.82%
PBYI Puma Biotechnology Inc1.64%
UA Under Armour Inc Class A1.61%

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