Wells Fargo Advantage Specialized Technology Fund Class C (WFTCX)

9.33
Net Asset Value
+0.76%
1 Day
+2.08%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.26%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of technology companies. It invests 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. The fund invests up to 25% of its total assets in any one foreign country, although investments in Japan may exceed this limitation. It is non-diversified.

Performance

1 month-1.69% 3 years+14.48%
3 months-0.21% 5 years+14.76%
1 year+14.00% Since inception+1.52%
Data through --

Peer Comparisonvs. Technology

 WFTCXCategory
Performance 5-yr return+14.76%+13.59%
Expense ratio2.26%1.58%
Risk 5 year sharpe ratio0.990.94
Net assets$339.0M$817.2M
Average market cap$50.7B$41.5B
Average P/E22.322.6
Portfolio turnover132%132%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureWalter Price, Jr. / 14 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock81.39%
International stock16.68%
Cash1.93%
Fixed income0.00%
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
AAPL Apple9.19%
FB Facebook6.35%
NOW ServiceNow Inc3.98%
AVGO Avago Technologies Ltd3.56%
PANW Palo Alto Networks Inc3.49%
SWKS Skyworks Solutions Inc3.20%
HPQ Hewlett-Packard3.10%
V Visa3.03%
LRCX Lam Research Corp2.89%
CSCO Cisco2.68%

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