Wells Fargo Advantage Opportunity Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#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.

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Performance

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%
1 Year 25.0%
3 Years (Annualized) 10.3%
5 Years (Annualized) 23.3%
10 Years (Annualized) 7.8%

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Summary

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

Fees are Low compared to funds in the same category.
Wells Fargo Advantage Opportunity Fund has an expense ratio of 1.23 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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