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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-4.32% 3 years+15.06%
3 months-3.99% 5 years+17.34%
1 year+6.31% Since inception+11.89%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+17.34%+16.81%
Expense ratio1.31%1.31%
Risk 5 year sharpe ratio1.121.07
Net assets$3.6B$1.4B
Average market cap$5.2B$9.8B
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 / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock92.14%
International stock5.53%
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
SERV Servicemaster Global Holdings Inc2.30%
CSL Carlisle Companies Inc2.13%
WAB Westinghouse Air Brake Technologies Corp2.13%
CSGP CoStar Group Inc2.08%
SEIC SEI Investments Co2.06%
CNK Cinemark Holdings Inc1.97%
SPLK Splunk Inc1.78%
AXTA Axalta Coating Systems Ltd1.75%
TYL Tyler Technologies Inc1.71%
DATA Tableau Software Inc1.66%

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