2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#125 in Small Growth
U.S. News evaluated 219 Small 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 17.88 percent over the past year, 11.23 percent over the past three years, and 20.80 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-6.1%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of small-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell 2000® Index; 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.
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.
Risk is Above Average compared to funds in the same category according to Morningstar.