3 / 5 Stars
4 5 2 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#81 in Mid-Cap Growth
U.S. News evaluated 217 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 39.83 percent over the past year, 17.88 percent over the past three years, 18.64 percent over the past five years, and 9.00 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||36.1%|
|3 Years (Annualized)||17.9%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of 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 companies of any size, although the fund invests principally in the equity securities of medium-capitalization companies. The fund may invest in any sector, and at times the fund may emphasize one or more particular sectors.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Enterprise Fund has an expense ratio of 1.18 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.