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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+3.89% 3 years+9.32%
3 months+6.45% 5 years+12.23%
1 year+20.15% Since inception+5.53%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.23%+13.70%
Expense ratio2.16%1.12%
Risk 5 year sharpe ratio1.171.35
Net assets$180.5M$3.5B
Average market cap$35.6B$125.0B
Average P/E15.227.2
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. stock75.76%
International stock20.09%
Fixed income2.26%
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
JPM JPMorgan Chase1.92%
BRKB Berkshire Hathaway1.89%
XOM Exxon Mobil1.82%
JNJ Johnson & Johnson1.55%
BAC Bank of America1.49%
AAPL Apple1.28%
INTC Intel1.03%
MSFT Microsoft0.94%
MRK Merck0.84%
ORCL Oracle0.84%