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+0.97% 3 years+17.56%
3 months+3.45% 5 years+19.58%
1 year+10.32% Since inception+11.87%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+19.58%+14.47%
Expense ratio1.31%1.32%
Risk 5 year sharpe ratio1.071.03
Net assets$3.4B$1.4B
Average market cap$5.2B$9.7B
Average P/E31.325.7
Portfolio turnover84%84%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock91.43%
International stock7.30%
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
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%

To view my watchlist

Not a member yet?

Sign up now for a free account