2 / 5 Stars
1 1 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 221 Small Blend 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 37.87 percent over the past year, 14.49 percent over the past three years, 5.23 percent over the past five years, and 8.76 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||17.0%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||5.2%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes, if any) in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the advisor defines as companies within the range of the Russell 2500TM Index at the time of purchase. The fund may invest in any sector, and at times it may emphasize one or more particular sectors.
Fees are High compared to funds in the same category.
Wells Fargo Advantage Intrinsic Small Cap Value Fund has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.