Wells Fargo Advantage Discovery Fund Investor Class (STDIX)

32.81
Net Asset Value
-0.73%
1 Day
+5.19%
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+6.99% 3 years+15.28%
3 months+6.61% 5 years+18.12%
1 year+3.65% Since inception+11.62%
Data through --

Peer Comparisonvs. Mid-cap growth

 STDIXCategory
Performance 5-yr return+18.12%+14.76%
Expense ratio1.31%1.35%
Risk 5 year sharpe ratio1.080.99
Net assets$3.3B$1.3B
Average market cap$5.0B$9.2B
Average P/E31.023.9
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. stock93.26%
International stock5.77%
Cash0.97%
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 Corp2.32%
WAB Westinghouse Air Brake Technologies Corp2.14%
LKQ LKQ Corp2.10%
ODFL Old Dominion Freight Line Inc2.01%
CSGP CoStar Group Inc1.93%
PII Polaris Industries Inc1.87%
SEIC SEI Investments Co1.83%
COO Cooper Companies Inc1.78%
CNK Cinemark Holdings Inc1.72%
CSL Carlisle Companies Inc1.69%

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