Wells Fargo Precious Metals Fund - Class Inst (EKWYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Equity precious metals
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in investments related to precious metals. It invests any amount of the fund's total assets in equity securities of foreign issuers- including ADRs and similar investments. The fund invests up to 40% of its total assets in emerging market equity securities; and up to 25% of its total assets- at the time of purchase- in debt securities linked to precious metals and common or preferred stocks of subsidiaries of the fund that invest directly or indirectly in precious metals and minerals. It is non-diversified.


1 month+0.73% 3 years+6.73%
3 months-12.83% 5 years-5.50%
1 year-21.04% Since inception+8.17%
Data through --

Peer Comparisonvs. Equity precious metals

Performance 5-yr return-5.50%-0.02%
Expense ratio0.88%1.39%
Risk 5 year sharpe ratio-0.06-0.03
Net assets$254.5M$457.4M
Average market cap$4.8B$3.3B
Average P/E21.717.7
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyWells Fargo Funds
Fund manager & tenureMichael Bradshaw / 11 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


International stock84.56%
U.S. stock13.47%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 99.44%
Energy 0.56%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
NEM Newmont Mining Corp7.23%
-- 7.02%
GOLD Randgold Resources Ltd6.77%
-- 5.97%
-- 5.36%
RGLD Royal Gold Inc5.32%
-- 5.15%
-- 4.01%
-- 3.56%
-- 3.09%