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Wells Fargo Emerging Growth Fund - Class A (WEMAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of small-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell 2000 ® Index; and up to 25% of its total assets in equity securities of foreign issuers through ADRs and similar investments.


1 month+4.98% 3 years+9.35%
3 months+6.72% 5 years+9.54%
1 year+25.99% Since inception+9.37%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+9.54%+10.73%
Expense ratio1.34%1.31%
Risk 5 year sharpe ratio0.570.78
Net assets$717.0M$917.8M
Average market cap$2.1B$3.3B
Average P/E35.928.5
Portfolio turnover68%68%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureBruce Olson / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock83.63%
Fixed income10.14%
International stock3.66%
Top 5 Sectors
Portfolio weighting
Consumer service 15.81%
Healthcare 14.73%
Hardware 13.75%
Business service 12.40%
Energy 7.52%
Top 10 Holdings
Portfolio weighting
MKTX Marketaxess Holdings Inc2.67%
QTWO Q2 Holdings Inc2.53%
ASGN On Assignment Inc2.34%
SPNC Spectranetics Corp2.18%
IWO iShares Russell 2000 Growth ETF2.17%
WAGE WageWorks Inc2.07%
ENV Envestnet Inc1.86%
TREE LendingTree Inc1.84%
PFPT Proofpoint Inc1.76%
INXN InterXion Holding NV1.75%