Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund

 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | SIFCX Insights | SIFCX Score | SIFCX Performance | SIFCX Manager | SIFCX News | SIFCX Allocation | SIFCX Holdings Change

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Fund performance review and position details on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

    Last Trade: $1.74 on 3/10/2010, Change: +0.02 (1.16%)

  

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Fund Statistics (January 31, 2010)

Category: Financial
Net Asset: $890.00K
Yield: 0.29%
Year-to-Date Return: -1.23%
Morningstar rating: 2

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Cost

Initial Investment: $1,000
Total Expense Ratio (Financial average): 2.10% (1.76%)
Max Front End Sales Load: %
Max Back End Sales Load: 1.00%
Annual Holdings Turnover: 7.00%

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Performance

1-month Performance (Financial category average): -1.23% (-1.10%)
3-month Performance (Financial category average): 1.90% (2.99%)
1 Year Performance (Financial category average): 52.53% (49.15%)
3 Year Performance (Financial category average): -23.20% (-16.13%)
5 Year Performance (Financial category average): -10.49% (-5.96%)
Best 3 year performance: 0
Worst 3 year performance: 0
Number of Years of positive return: 1 years
Number of Years of negative return: 0 years
3 year Alpha (Financial category average): -12.14 (-6.43)
3 year Beta (Financial category average): 1.44 (1.23)
3 year Sharpe Ratio: -0.72
3 year Treynor: -17.52

  

Most Recent Top 10 Stock Holdings in Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) as of 31-Oct-09

[See Stock Holding Change Map]

StockWeightingPrice change (15 mins delay)
JP MORGAN CHASE CO13.28%0.00%
GOLDMAN SACHS GRP7.06%0.00%
BK OF AMERICA CP6.1%0.00%
US BANCORP5.55%0.00%
THE TRAVELERS CO4.32%0.00%
P N C FIN SVCS GR4.18%0.00%
AMER EXPRESS INC4.15%0.00%
MORGAN STANLEY3.47%0.00%
PRUDENTIAL FINCL INC3.24%0.00%
BANK OF NY MELLON CP3.23%0.00%
*Note: The price change will reset to 0 after the midnight

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Sector Breakdown (% of stocks) as of 31-Oct-09

SectorWeighting
Hardware0.00%
Software0.00%
Media0.00%
Telecommunications0.00%
Consumer services0.00%
Business Services0.00%
Financial Services99.00%
Healthcare0.00%
Utilities0.00%
Consumer goods0.00%
Energy0.00%
Industrial materials1.00%

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Fund Portfolio Allocation for 10/2009

Stock99.19%
Bond0%
Cash0.06%
Other0.75%

Interested in other top mutual funds in similar Financial category?

Below are some additional Financial mutual funds generated out of our database

    Browse other funds in Financial Category

  

Related books and products to Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

  

Other Financial Data Web Sites on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Addition research sites for Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

 

Message Boards or Discussion Forum on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Addition discussions on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

 

Books and Resources

 

 

See more information on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)