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Wells Fargo Emerging Growth Fund - Class A (WEMAX)

12.24
Net Asset Value
-0.57%
1 Day
-6.49%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.34%
Expense Ratio
High
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.

Performance

1 month+9.03% 3 years+7.22%
3 months+10.80% 5 years+5.00%
1 year-17.41% Since inception+7.12%
Data through --

Peer Comparisonvs. Small growth

 WEMAXCategory
Performance 5-yr return+5.00%+6.48%
Expense ratio1.34%1.34%
Risk 5 year sharpe ratio0.340.46
Net assets$780.2M$791.3M
Average market cap$1.5B$2.7B
Average P/E32.324.1
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureBruce Olson / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock94.98%
International stock3.53%
Cash1.50%
Fixed income0.00%
Other0.00%
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 Inc3.99%
ACHC Acadia Healthcare Company Inc3.67%
PFPT Proofpoint Inc3.37%
INXN InterXion Holding NV2.37%
SPSC SPS Commerce Inc2.35%
CYNO Cynosure Inc2.27%
WAGE WageWorks Inc2.09%
ENV Envestnet Inc1.95%
EXAM ExamWorks Group Inc1.94%
QTWO Q2 Holdings Inc1.94%

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