2 / 5 Stars
3 3 3 3 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#83 in Mid-Cap Blend
U.S. News evaluated 136 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 27.98 percent over the past year, 12.17 percent over the past three years, 16.33 percent over the past five years, and 8.04 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||22.3%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||8.0%|
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 invests principally in equity securities of companies of all market capitalizations. The fund invests in equity securities of companies that the advisor believes are underpriced yet have attractive growth prospects.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Opportunity Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.