2 / 5 Stars
3 3 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#56 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.99 percent over the past year, 10.25 percent over the past three years, 23.26 percent over the past five years, and 7.80 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.9%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its total assets in equity securities; and up to 25% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It may invest in the equity securities of companies of any market capitalization.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Opportunity Fund has an expense ratio of 1.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.