3 / 5 Stars
5 5 4 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#23 in Mid-Cap Value
U.S. News evaluated 112 Mid-Cap Value 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 28.59 percent over the past year, 18.07 percent over the past three years, 21.70 percent over the past five years, and 10.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.6%|
|3 Years (Annualized)||18.1%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital appreciation. The fund normally 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 capitalizations within the range of the Russell Midcap® Index at the time of purchase. The fund may sell a portfolio holding when a stock nears its price target, downside risks increase considerably, the company's fundamentals have deteriorated, or the managers identify a more attractive investment opportunity.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Special Mid Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.