Wells Fargo Advantage Emerging Growth Fund

Scorecard
3 / 5 Stars
Lipper
4 3 2 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 213 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 2.92 percent over the past year, 14.28 percent over the past three years, and 6.72 percent over the past five years.

Trailing Returns Updated 04.30.2013
Year to date 9.4%
1 Year 2.9%
3 Years (Annualized) 14.3%
5 Years (Annualized) 6.7%
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 1.45 percent.

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Risk

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

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