Wells Fargo Advantage C&B Mid Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 4 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Wells Fargo Advantage funds

See full Mid-Cap Value rankings

See more fund rankings

Performance

The fund has returned 27.69 percent over the past year, 15.03 percent over the past three years, 25.02 percent over the past five years, and 7.45 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 27.7%
3 Years (Annualized) 15.0%
5 Years (Annualized) 25.0%
10 Years (Annualized) 7.4%

See more CBMBX performance

Summary

The investment seeks maximum long-term total return consistent with minimizing risk to principal. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of medium-capitalization companies. 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.

Fees

Fees are Low compared to funds in the same category.
Wells Fargo Advantage C&B Mid Cap Value Fund has an expense ratio of 1.95 percent.

See more CBMBX fees

Risk

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

See more CBMBX risk