Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Wells Fargo Advantage Emerging Growth Fund Class A (WEMAX)

17.56
Net Asset Value
+1.15%
1 Day
+14.62%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.34%
Expense Ratio
Above Average
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. It is a gateway fund that invests substantially all of its assets in the Emerging Growth Portfolio.

Performance

1 month+1.09% 3 years+19.86%
3 months+8.13% 5 years+19.65%
1 year+26.64% Since inception+11.90%
Data through --

Peer Comparisonvs. Small growth

 WEMAXCategory
Performance 5-yr return+19.65%+17.65%
Expense ratio1.34%1.37%
Risk 5 year sharpe ratio1.091.05
Net assets$1.1B$835.3M
Average market cap$1.9B$2.9B
Average P/E37.828.2
Portfolio turnover63%63%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureBruce Olson / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock96.66%
International stock2.20%
Cash1.14%
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 Inc3.86%
ACHC Acadia Healthcare Company Inc3.63%
PFPT Proofpoint Inc3.30%
SPSC SPS Commerce Inc2.83%
EXAM ExamWorks Group Inc2.82%
ENV Envestnet Inc2.80%
DXCM DexCom Inc2.13%
SPNC Spectranetics Corp2.10%
FRGI Fiesta Restaurant Group Inc1.94%
THRM Gentherm Inc1.92%