4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 40.98 percent over the past year, 19.16 percent over the past three years, and 26.22 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||19.2%|
|5 Years (Annualized)||26.2%|
|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; 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 are Average compared to funds in the same category.
Wells Fargo Advantage Emerging Growth Fund has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.