4 / 5 Stars
5 4 4 4 4
Zacks Investment Research
Standard & Poor's
5 / 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 29.84 percent over the past year, 16.39 percent over the past three years, 21.01 percent over the past five years, and 9.25 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the fund defines as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Special Small Cap Value Fund has an expense ratio of 0.94 percent.
Risk is Average compared to funds in the same category according to Morningstar.