Wells Fargo Advantage Capital Growth Fund Class R6 (WFCRX)

20.30
Net Asset Value
-0.10%
1 Day
+14.37%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.73%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large-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 principally in equity securities of large-capitalization companies that the advisors believe offer the potential for capital growth. The fund define large-capitalization companies as those with market capitalizations within the range of the Russell 1000 ® Index.

Performance

1 month+4.64% 3 years--
3 months+8.73% 5 years--
1 year-- Since inception+10.20%
Data through --

Peer Comparisonvs. Large growth

 WFCRXCategory
Performance 5-yr return--+5.42%
Expense ratio0.73%1.28%
Risk 5 year sharpe ratio0.160.31
Net assets$489.7M$2.0B
Average market cap$37.3B$42.9B
Average P/E20.419.8
Portfolio turnover116%116%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureThomas Pence / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc4.36%
GOOG Google, Inc. Class A3.71%
HD Home Depot, Inc.2.85%
V Visa, Inc.2.84%
AMZN Amazon.com Inc2.78%
UNP Union Pacific Corp2.71%
ACN Accenture PLC2.39%
GILD Gilead Sciences Inc2.35%
MON Monsanto Company2.24%
EBAY eBay Inc2.12%

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