2 / 5 Stars
3 3 2 2 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 122 Small Value 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 21.94 percent over the past year, 14.61 percent over the past three years, 21.92 percent over the past five years, and 8.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||8.1%|
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 Value 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.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Small Company Value Fund has an expense ratio of 1.45 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.