4 / 5 Stars
4 5 2 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 51 Technology 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 36.18 percent over the past year, 9.96 percent over the past three years, 22.76 percent over the past five years, and 9.80 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of technology companies. It invests up to 50% of the fund's total assets in equity securities of foreign issuers, including up to 15% of the fund's total assets in equity securities of emerging markets issuers, directly or through ADRs and similar investments. The fund invests up to 25% of its total assets in any one foreign country, although investments in Japan may exceed this limitation; and primarily in issuers with average market capitalizations of $500 million or more. It is non-diversified.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Specialized Technology Fund has an expense ratio of 2.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.