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Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

Fund performance review and position details on Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

    Last Trade: $ on , Change: (0%)

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) HighlightWells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Fund Summary

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) statistics as of May 30, 2016

Category: Large Value
Fund Family: Wells Fargo Funds
Net Asset: $252.59M
Yield: 0.76%
Year-to-Date Return: 4.67%
Morningstar rating: 3

 

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) CostWells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Cost

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Large Value average): 1.15% (1.10%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 35.00%

 

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) PerformanceWells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Performance

Most current Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Performance

1-month Performance (Large Value category median performance): 0.56% (1.19%)
3-month Performance (Large Value category median performance): 9.14% (9.56%)
1 Year Performance (Large Value category median performance): -0.08% (-2.36%)
3 Year Performance (Large Value category median performance): 8.75% (7.81%)
5 Year Performance (Large Value category median performance): 9.44% (9.15%)
Number of Years of positive return: 7 years
Number of Years of negative return: 4 years
3 year Alpha (Large Value category average): -1.72 (-2.66)
3 year Beta (Large Value category average): 0.96 (0.98)
3 year Sharpe Ratio: 0.8
3 year Treynor: 8.99

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) topholdingTop Stock Holdings in Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Laboratory Corporation of Ameri3.34%0.00%
State Street Corporation Common3.24%0.00%
JP Morgan Chase & Co. Common St3.13%0.00%
Twenty-First Century Fox, Inc.3.03%0.00%
Omnicom Group Inc. Common Stock2.94%0.00%
UnitedHealth Group Incorporated2.9%0.00%
Progressive Corporation (The) C2.83%0.00%
RenaissanceRe Holdings Ltd. Com2.77%0.00%
Crown Holdings, Inc.2.74%0.00%
GILDAN ACTIVEWEAR INC.2.69%0.00%
*Note: The price change will reset to 0 after the midnight

 

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Portfolio AllocationWells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Fund Portfolio Allocation

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Fund Portfolio Allocation data as of 04/2016

Stock96.67%
Bond0%
Cash3.33%
Other0%

 

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
Wells Fargo Advantage C&B Lg Cap Val A-0.088.759.44
American Funds Washington Mutual R6 (RWMGX)2.339.9611.35 Compare
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare

See top fund managers for Large Value Category Funds

 

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) PerformanceOther Financial Data Web Sites on Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

Addition research sites for Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

 

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Related ResourcesSee more information on Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund

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