4 / 5 Stars
5 5 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#15 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth 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 24.65 percent over the past year, 14.06 percent over the past three years, 25.94 percent over the past five years, and 10.93 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||25.9%|
|10 Years (Annualized)||10.9%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small- and medium-capitalization companies; and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests in equity securities of small- and medium-capitalization companies that the managers believe offer favorable opportunities for growth. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Discovery Fund has an expense ratio of 1.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.