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Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund

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

 

Graph of Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) ManagerFund Manager - Steve M. Lyons

Fund Manager Information

Fund Manager Tenure: 10.2 years
Similar Funds: CBEBX  CBECX 
Fund Family: Wells Fargo Funds
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) ProfileWells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Profile

Fund Profile and Description

Wells Fargo Advantage C&B Lg Cap Val A Fund seeks maximum long-term total return, consistent with minimizing risk to principal. Wells Fargo Advantage C&B Lg Cap Val A Fund is a gateway fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. It invests principally in equity securities of large-capitalization companies, defined as companies with market capitalizations of $3 billion or more. Wells Fargo Advantage C&B Lg Cap Val A Fund may invest in additional master portfolios, in other WELLS FARGO ADVANTAGE FUNDS, or directly in a portfolio of securities.

 

Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund Strength What we like about Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund

Data for Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) as of May 30, 2016

  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) management has been with Wells Fargo Advantage C&B Lg Cap Val A Fund for 10.2 years
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) has good short-term performance (1-year return -0.08% vs -2.36% Large Value category median performance)
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) has good mid-term performance (3-year return 8.75% vs 7.81% Large Value category median performance)
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) has good Long-term performance (5-year return 9.44% vs 9.15% Large Value category median performance)
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) has an annual stock turnover rate of 35.00% vs Large Value average of 44.24%. It is good that Wells Fargo Advantage C&B Lg Cap Val A management does not trade extensively for its return.
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.25, lower than category average of 11.7

Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Weakness What we are cautious about Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund

Data for Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) as of May 30, 2016

  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) has a higher expense ratio of 1.15% than its Large Value average of 1.10%
  • Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) carries a 5.75% load
See Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage C&B Lg Cap Val A4.67-0.088.759.44
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Net Asset TrackingWells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund Net Asset

Track net asset change of Wells Fargo Advantage C&B Lg Cap Val A fund (CBEAX)

DateNet Asset
05/2016$252.59M
03/2016$258.37M
02/2016$245.54M
More historic net asset information on Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

  

Graph of Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Portfolio TrackingWells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage C&B Lg Cap Val A fund (CBEAX)

DateCashStockBondOther
04/20163.33%96.67%0%0%
02/20164.55%95.45%0%0%
01/20164.8%95.2%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

 

graph of Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund

Discover what Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX) manager is buying

Apr 29, 2016
Laboratory Corporation of Ameri [3.34%]
State Street Corporation Common [3.24%]
JP Morgan Chase & Co. Common St [3.13%]
Twenty-First Century Fox, Inc. [3.03%]
Omnicom Group Inc. Common Stock [2.94%]
UnitedHealth Group Incorporated [2.9%]
Progressive Corporation (The) C [2.83%]
RenaissanceRe Holdings Ltd. Com [2.77%]
Crown Holdings, Inc. [2.74%]
GILDAN ACTIVEWEAR INC. [2.69%]

Feb 28, 2016
Omnicom Group Inc. Common Stock [3.44%]
State Street Corporation [3.33%]
Laboratory Corporation of Ameri [3.19%]
JP Morgan Chase & Co. Common St [3.02%]
Twenty-First Century Fox, Inc. [2.94%]
UnitedHealth Group Incorporated [2.85%]
Progressive Corporation (The) C [2.83%]
GILDAN ACTIVEWEAR INC. [2.74%]
Exxon Mobil Corporation Common [2.65%]
Crown Holdings, Inc. [2.62%]

Jan 30, 2016
State Street Corporation [3.43%]
Laboratory Corporation of Ameri [3.3%]
Omnicom Group Inc. Common Stock [3.29%]
JP Morgan Chase & Co. Common St [3.23%]
Twenty-First Century Fox, Inc. [2.97%]
Philip Morris International Inc [2.83%]
Progressive Corporation (The) C [2.81%]
UnitedHealth Group Incorporated [2.79%]
PNC Financial Services Group, I [2.73%]
Exxon Mobil Corporation Common [2.61%]
Click here for Stock Holding Change Map in Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

  

Latest News on Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Fund

See what is happening with Wells Fargo Advantage C&B Lg Cap Val A Fund (CBEAX)

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