Wells Fargo Diversified Equity Fund - Class C (WFDEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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. It is a fund-of-funds that invests in various affiliated mutual funds employing a "multi-style" equity investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns. The fund may invest in Wells Fargo Master Portfolios- in other Wells Fargo Funds- or directly in securities.


1 month+1.28% 3 years+7.51%
3 months+2.42% 5 years+10.90%
1 year+18.90% Since inception+5.58%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+10.90%+15.29%
Expense ratio2.16%1.11%
Risk 5 year sharpe ratio1.041.29
Net assets$177.5M$3.7B
Average market cap$38.3B$151.4B
Average P/E19.628.2
Portfolio turnover90%90%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureThomas Biwer / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock75.77%
International stock20.21%
Fixed income2.22%
Top 5 Sectors
Portfolio weighting
Financial service 18.60%
Industrial materials 11.78%
Consumer service 10.66%
Consumer goods 9.35%
Energy 8.84%
Top 10 Holdings
Portfolio weighting
XOM Exxon Mobil1.79%
BRKB Berkshire Hathaway1.73%
BAC Bank of America1.37%
JPM JPMorgan Chase1.35%
AAPL Apple1.14%
MDT Medtronic PLC1.01%
MSFT Microsoft0.98%
AMZN Amazon0.97%
CVX Chevron0.92%
MRK Merck0.88%