Wells Fargo Specialized Technology Fund - Class C (WFTCX)

12.12
Net Asset Value
+1.00%
1 Day
+17.44%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.17%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances- the fund invests: at least 80% of the fund's net assets in equity securities of technology companies; up to 50% of the fund's total assets in equity securities of foreign issuers- including up to 15% of the fund's total assets in equity securities of emerging markets issuers- directly or through ADRs and similar investments; up to 25% of the fund's total assets in any one foreign country- although investments in Japan may exceed this limitation. It is non-diversified.

Performance

1 month+4.57% 3 years+19.17%
3 months+5.57% 5 years+20.48%
1 year+36.31% Since inception+4.12%
Data through --

Peer Comparisonvs. Technology

 WFTCXCategory
Performance 5-yr return+20.48%+19.08%
Expense ratio2.17%1.36%
Risk 5 year sharpe ratio1.361.28
Net assets$422.6M$1.3B
Average market cap$53.0B$52.5B
Average P/E28.325.2
Portfolio turnover131%131%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureWalter Price / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock83.15%
International stock10.63%
Fixed income5.68%
Cash0.54%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 39.38%
Telecommunication 23.74%
Consumer service 7.80%
Industrial materials 4.12%
Media 0.50%
Top 10 Holdings
Portfolio weighting
AMZN Amazon6.23%
MSFT Microsoft5.51%
MU Micron Technology Inc4.11%
NOW ServiceNow Inc3.91%
NTAP NetApp Inc3.62%
SQ Square Inc3.53%
NFLX Netflix3.20%
ANET Arista Networks Inc3.04%
AAPL Apple2.98%
DXC DXC Technology Co2.97%