3 / 5 Stars
3 4 2 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 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 37.35 percent over the past year, 15.54 percent over the past three years, 29.69 percent over the past five years, and 8.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.1%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||29.7%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small-capitalization companies. It is a gateway fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000® Index.
Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage Small Company Growth Fund has an expense ratio of 2.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.