| 29.79 Net Asset Value | +0.98% 1 Day | +15.47% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 2.16% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +7.93% | 3 years | +13.06% | |
| 3 months | +8.49% | 5 years | +3.10% | |
| 1 year | +27.68% | Since inception | +4.00% |
| WFDEX | Category | |
|---|---|---|
| Performance 5-yr return | +3.10% | +4.80% |
| Expense ratio | 2.16% | 1.17% |
| Risk 5 year sharpe ratio | 0.22 | 0.30 |
| Net assets | $387.9M | $2.7B |
| Average market cap | $25.6B | $57.0B |
| Average P/E | 19.1 | 16.4 |
| Portfolio turnover | 57% | 57% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wells Fargo Advantage |
| Fund manager & tenure | Andrew Owen / 7 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 18.60% |
| Industrial materials | 11.78% |
| Consumer service | 10.66% |
| Consumer goods | 9.35% |
| Energy | 8.84% |
| AAPL Apple Inc | 2.59% |
| GOOG Google, Inc. Class A | 1.97% |
| EBAY eBay Inc | 1.23% |
| QCOM Qualcomm, Inc. | 1.08% |
| CVX Chevron Corp | 1.08% |
| AMZN Amazon.com Inc | 0.97% |
| XOM Exxon Mobil Corporation | 0.96% |
| UNP Union Pacific Corp | 0.94% |
| V Visa, Inc. | 0.91% |
| GE General Electric Co | 0.89% |
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