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Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

Fund performance review and position details on Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

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

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) HighlightWells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Fund Summary

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) statistics as of May 30, 2016

Category: Allocation--15% to 30% Equity
Fund Family: Wells Fargo Funds
Net Asset: $402.15M
Yield: 3.49%
Year-to-Date Return: 6.58%
Morningstar rating: 5

 

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) CostWells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Cost

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Allocation--15% to 30% Equity average): 0.90% (0.71%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 63.00%

 

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) PerformanceWells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Performance

Most current Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Performance

1-month Performance (Allocation--15% to 30% Equity category median performance): 1.03% (0.20%)
3-month Performance (Allocation--15% to 30% Equity category median performance): 5.96% (4.21%)
1 Year Performance (Allocation--15% to 30% Equity category median performance): 0.95% (-0.42%)
3 Year Performance (Allocation--15% to 30% Equity category median performance): 4.90% (2.51%)
5 Year Performance (Allocation--15% to 30% Equity category median performance): 5.98% (3.24%)
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Allocation--15% to 30% Equity category average): 1.05 (-0.72)
3 year Beta (Allocation--15% to 30% Equity category average): 0.81 (0.54)
3 year Sharpe Ratio: 0.77
3 year Treynor: 5.96

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) topholdingTop Stock Holdings in Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Natl Fuel Gas Co N J 4.9%3.15%N/A
Commscope 144A 5.5%2.96%N/A
Tronox Worldwide 6.375%2.93%N/A
Penske Automotive Grp 5.75%2.87%N/A
Huntington Ingalls Inds 144A 5%2.7%N/A
Rayonier A.M. Prods 144A 5.5%2.41%N/A
Orbital Atk 144A 5.5%2.33%N/A
Quintiles Transnational 144A 4.875%2.24%N/A
Olin 5.5%2.18%N/A
Grp 1 Automotive 5%2%N/A
*Note: The price change will reset to 0 after the midnight

 

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Portfolio AllocationWells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Fund Portfolio Allocation

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Fund Portfolio Allocation data as of 04/2016

Stock21.96%
Bond77.11%
Cash0.93%
Other0%

 

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) CompareCompare with other Allocation--15% to 30% Equity category mutual funds

Below are some additional Allocation--15% to 30% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Wells Fargo Advantage Diver Inc Bldr Adm0.954.905.98
Columbia Thermostat A (CTFAX)1.313.915.94 Compare
Fidelity Asset Manager 20% (FASIX)0.393.143.53 Compare
Russell Lifepoints Conservative Strat S (RCLSX)0.272.453.06 Compare

See top fund managers for Allocation--15% to 30% Equity Category Funds

 

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) PerformanceOther Financial Data Web Sites on Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

Addition research sites for Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

 

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Related ResourcesSee more information on Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund

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