Wells Fargo Advantage Discovery Fund Investor Class (STDIX)

32.59
Net Asset Value
+0.03%
1 Day
+4.49%
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-1.21% 3 years+13.97%
3 months+3.36% 5 years+16.66%
1 year+6.56% Since inception+11.85%
Data through --

Peer Comparisonvs. Mid-cap growth

 STDIXCategory
Performance 5-yr return+16.66%+14.76%
Expense ratio1.31%1.33%
Risk 5 year sharpe ratio1.091.01
Net assets$3.5B$1.3B
Average market cap$4.9B$9.8B
Average P/E29.524.3
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. stock93.95%
International stock5.22%
Cash0.84%
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
SBAC SBA Communications Corp2.22%
WAB Westinghouse Air Brake Technologies Corp2.08%
CSGP CoStar Group Inc2.07%
PII Polaris Industries Inc1.97%
SEIC SEI Investments Co1.86%
ODFL Old Dominion Freight Line Inc1.84%
CNK Cinemark Holdings Inc1.82%
CSL Carlisle Companies Inc1.79%
LKQ LKQ Corp1.79%
COO Cooper Companies Inc1.76%

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