Wells Fargo Advantage Emerging Growth Fund

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

#50 in Small Growth

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 43.78 percent over the past year, 17.47 percent over the past three years, and 28.55 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 43.8%
3 Years (Annualized) 17.5%
5 Years (Annualized) 28.5%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of small-capitalization companies; and up to 25% of its total assets in equity securities of foreign issuers through ADRs and similar investments. It is a gateway fund that invests substantially all of its assets in the Emerging Growth Portfolio. The fund invests principally in equity securities of small-capitalization companies that the advisor believes have prospects for robust and sustainable growth of revenues and earnings.

Fees

Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage Emerging Growth Fund has an expense ratio of 1.37 percent.

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Risk

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

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