4 / 5 Stars
4 5 2 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 223 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 37.66 percent over the past year, 14.91 percent over the past three years, 26.47 percent over the past five years, and 9.61 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.4%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||26.5%|
|10 Years (Annualized)||9.6%|
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 principally in equity securities of medium-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell Midcap® Index at the time of purchase. 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 Enterprise Fund has an expense ratio of 0.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.