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Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX)

Fund performance review and position details on Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX)

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

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) HighlightWells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) Fund Summary

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) statistics as of May 30, 2016

Category: Allocation--15% to 30% Equity
Fund Family: Wells Fargo Funds
Net Asset: $402.15M
Yield: 3.67%
Year-to-Date Return: 6.66%
Morningstar rating: 5

 

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) CostWells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) Cost

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Allocation--15% to 30% Equity average): 0.69% (0.71%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 63.00%

 

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) PerformanceWells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) Performance

Most current Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) Performance

1-month Performance (Allocation--15% to 30% Equity category median performance): 1.05% (0.20%)
3-month Performance (Allocation--15% to 30% Equity category median performance): 6.21% (4.21%)
1 Year Performance (Allocation--15% to 30% Equity category median performance): 1.31% (-0.42%)
3 Year Performance (Allocation--15% to 30% Equity category median performance): 5.12% (2.51%)
5 Year Performance (Allocation--15% to 30% Equity category median performance): 6.23% (3.24%)
Number of Years of positive return: 14 years
Number of Years of negative return: 4 years
3 year Alpha (Allocation--15% to 30% Equity category average): 1.25 (-0.72)
3 year Beta (Allocation--15% to 30% Equity category average): 0.81 (0.54)
3 year Sharpe Ratio: 0.81
3 year Treynor: 6.23

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) topholdingTop Stock Holdings in Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX)

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 Divers Inc Bldr I Fund (EKSYX) Portfolio AllocationWells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) Fund Portfolio Allocation

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) Fund Portfolio Allocation data as of 04/2016

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

 

Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX) 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 Divers Inc Bldr I1.315.126.23
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 Divers Inc Bldr I Fund (EKSYX) PerformanceOther Financial Data Web Sites on Wells Fargo Advantage Divers Inc Bldr I Fund (EKSYX)

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