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Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX)

Fund performance review and position details on Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX)

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

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) HighlightWells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Fund Summary

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) statistics as of May 30, 2016

Category: Allocation--70% to 85% Equity
Fund Family: Wells Fargo Funds
Net Asset: $607.76M
Yield: 1.11%
Year-to-Date Return: 8.95%
Morningstar rating: 5

 

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) CostWells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Cost

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Allocation--70% to 85% Equity average): 0.95% (0.89%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 69.00%

 

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) PerformanceWells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Performance

Most current Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Performance

1-month Performance (Allocation--70% to 85% Equity category median performance): 2.66% (0.77%)
3-month Performance (Allocation--70% to 85% Equity category median performance): 9.98% (7.94%)
1 Year Performance (Allocation--70% to 85% Equity category median performance): 1.65% (-3.85%)
3 Year Performance (Allocation--70% to 85% Equity category median performance): 10.53% (5.62%)
5 Year Performance (Allocation--70% to 85% Equity category median performance): 8.55% (5.88%)
Number of Years of positive return: 3 years
Number of Years of negative return: 2 years
3 year Alpha (Allocation--70% to 85% Equity category average): 4.14 (-0.41)
3 year Beta (Allocation--70% to 85% Equity category average): 1.33 (1.28)
3 year Sharpe Ratio: 1.01
3 year Treynor: 7.86

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) topholdingTop Stock Holdings in Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
FEI Company3.53%0.00%
Tronox Worldwide 6.375%3.24%N/A
Columbia Pipeline Group, Inc. C3.16%0.00%
Medtronic plc. Ordinary Shares2.67%0.00%
Estee Lauder Companies, Inc. (T2.43%0.00%
Sempra Energy Common Stock2.36%0.00%
Amphenol Corporation Common Sto2.36%0.00%
Zimmer Biomet Holdings, Inc. Co2.35%0.00%
John Bean Technologies Corporat2.29%0.00%
CVS Health Corporation Common S2.29%0.00%
*Note: The price change will reset to 0 after the midnight

 

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Portfolio AllocationWells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Fund Portfolio Allocation

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Fund Portfolio Allocation data as of 04/2016

Stock71.53%
Bond28.09%
Cash0.38%
Other0%

 

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) CompareCompare with other Allocation--70% to 85% Equity category mutual funds

Below are some additional Allocation--70% to 85% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Wells Fargo Advantage Divers CptBldr Adm1.6510.538.55
American Funds Income Fund of Amer R6 (RIDGX)0.676.887.98 Compare
Delaware Dividend Income Instl (DDIIX)-0.726.057.28 Compare
Fidelity Advisor Strategic Div & Inc A (FASDX)2.947.598.90 Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) PerformanceOther Financial Data Web Sites on Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX)

Addition research sites for Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX)

 

Wells Fargo Advantage Divers CptBldr Adm Fund (EKBDX) Related ResourcesSee more information on Wells Fargo Advantage Divers CptBldr Adm (EKBDX) Fund

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