| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#136 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.58 percent over the past year, 11.74 percent over the past three years, and 3.96 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 14.6% |
| 3 Years (Annualized) | 11.7% |
| 5 Years (Annualized) | 4.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large-capitalization companies and up to 10% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the S&P 500® Index. The fund may also invest in equity securities of foreign issuers including ADRs and similar investments.
Fees
Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage Large Cap Core Fund has an expense ratio of 1.14 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
