| 20.82 Net Asset Value | -0.24% 1 Day | +19.31% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.32% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +10.51% | 3 years | +16.37% | |
| 3 months | +10.10% | 5 years | +7.08% | |
| 1 year | +40.87% | Since inception | +4.95% |
| WFSDX | Category | |
|---|---|---|
| Performance 5-yr return | +7.08% | +7.67% |
| Expense ratio | 1.32% | 1.34% |
| Risk 5 year sharpe ratio | 0.36 | 0.38 |
| Net assets | $72.2M | $748.4M |
| Average market cap | $2.1B | $1.9B |
| Average P/E | 15.7 | 17.7 |
| Portfolio turnover | 33% | 33% |
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 | Samir Sikka / 2 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.03% |
| Hardware | 14.60% |
| Consumer service | 13.71% |
| Healthcare | 11.99% |
| Business service | 11.88% |
| KAR KAR Auction Services, Inc. | 3.25% |
| OMX OfficeMax Inc | 2.54% |
| ZION Zions Bancorporation | 2.53% |
| JNY Jones Group Inc | 2.47% |
| SFG StanCorp Financial Group, Inc. | 2.47% |
| STE Steris Corporation | 2.32% |
| ASNA Ascena Retail Group, Inc. | 2.31% |
| IEX Idex Corporation | 2.17% |
| JBL Jabil Circuit, Inc. | 1.97% |
| PAY VeriFone Systems, Inc. | 1.95% |
.
