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Fund Intelligence | Best Managers | WFSMX Insights | WFSMX Score | WFSMX Performance | WFSMX Manager | WFSMX News | WFSMX Allocation | WFSMX Holdings Change
Fund Intelligence | Best Managers | WFSMX Insights | WFSMX Score | WFSMX Performance | WFSMX Manager | WFSMX News | WFSMX Allocation | WFSMX Holdings Change
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
Fund performance review and position details on Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
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Last Trade: $13.71 on 3/19/2010, Change: -0.15 (-1.08%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) (alpha release)
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Fund Statistics (January 31, 2010)
Category: Small Blend
Net Asset: $260.00K
Yield: 0%
Year-to-Date Return: -3.5%
Morningstar rating: 2
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Cost
Initial Investment: $1,000
Total Expense Ratio (Small Blend average): 1.46% (1.53%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: %
Annual Holdings Turnover: 64.00%
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Performance
1-month Performance (Small Blend category average): -3.50% (-3.42%)
3-month Performance (Small Blend category average): 7.55% (6.97%)
1 Year Performance (Small Blend category average): 33.80% (41.29%)
3 Year Performance (Small Blend category average): -8.91% (-7.80%)
5 Year Performance (Small Blend category average): -2.06% (0.36%)
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 (Small Blend category average): -0.25 (1.82)
3 year Beta (Small Blend category average): 1.09 (1.17)
3 year Sharpe Ratio: -0.35
3 year Treynor: -9.96
Most Recent Top 10 Stock Holdings in Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) as of 31-Oct-09
[See Stock Holding Change Map]
*Note: The price change will reset to 0 after the midnight
Stock Weighting Price change (15 mins delay) EXTERRAN HOLDINGS 3.25% -2.14% CLEAN HARBORS INC 3.19% -1.63% ATMI Inc. 3.13% -2.32% WATERS CP 3.09% -1.44% CRA International,Inc. 3.01% -0.35% Wells Fargo Advantage Money Market Trust 2.93% N/A INTERMEC INC 2.89% -1.66% Molex Incorporated 2.76% 0.00% REPUBLIC SVCS INC 2.67% -1.04% Asset Acceptance Capital Corp. 2.27% -0.32%
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Sector Breakdown (% of stocks) as of 31-Oct-09
Sector Weighting Hardware 18.39% Software 3.63% Media 0.72% Telecommunications 0.00% Consumer services 5.47% Business Services 8.46% Financial Services 23.94% Healthcare 8.60% Utilities 4.34% Consumer goods 6.41% Energy 5.51% Industrial materials 14.52%
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Fund Portfolio Allocation for 10/2009
Stock 97.07% Bond 0% Cash 2.93% Other 0%
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- Reuters Finance page on Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
 
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See more information on Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
- Wells Fargo Advantage Sm Cap Discp A Fund Insights
- Wells Fargo Advantage Sm Cap Discp A Fund Performance Data
- Wells Fargo Advantage Sm Cap Discp A Fund News
- Wells Fargo Advantage Sm Cap Discp A Fund Score Explaination
- Wells Fargo Advantage Sm Cap Discp A Fund Manager Information
- Historic Wells Fargo Advantage Sm Cap Discp A Fund Asset Allocation Report
- Historic Wells Fargo Advantage Sm Cap Discp A Fund Top 10 Holding Tracking
- Historic Wells Fargo Advantage Sm Cap Discp A Fund Asset Under Management Tracking


