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Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund

    Last Trade: $13.09 on 4/22/2014, Change: +0.03 (0.23%)

 

Graph of Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) ManagerFund Manager - Jeffrey Peck

Fund Manager Information

Fund Manager Tenure: 7.7 years
Similar Funds: EIVAX  EIVBX  EIVDX  EIVIX 
Fund Family: Wells Fargo Advantage
Fund Category: Large Blend
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) ProfileWells Fargo Advantage Intrinsic Val C Fund (EIVCX) Profile

Fund Profile and Description

Wells Fargo Advantage Intrinsic Val C Fund seeks long-term capital appreciation. Wells Fargo Advantage Intrinsic Val C Fund normally invests at least 80% of total assets in equity securities of approximately 30 to 50 large-capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 1000® Value Index. It invests up to 20% of total assets in equity securities of foreign issuers, through ADRs and similar investments. Furthermore, the fund can use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.

 

Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund Strength What we like about Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund

Data for Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) as of Mar 30, 2014

  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) management has been with Wells Fargo Advantage Intrinsic Val C Fund for 7.7 years
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has good Long-term performance (5-year return 20.27% vs 19.92% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) ratio of up-years vs down years is greater than 2
  • Asset base in Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has an annual stock turnover rate of 28.00% vs Large Blend average of 49.72%. It is good that Wells Fargo Advantage Intrinsic Val C management does not trade extensively for its return.
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.23, lower than category average of 13.32

Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) Weakness What we are cautious about Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund

Data for Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) as of Mar 30, 2014

  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal short-term performance (1-year return 19.63% vs 21.48% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal mid-term performance (3-year return 12.14% vs 13.42% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) is less safe compared to its Large Blend peers
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a higher expense ratio of 1.91% than its Large Blend average of 1.09%
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) carries a 1% load
See Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare Wells Fargo Advantage Intrinsic Val C Fund (EIVCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Intrinsic Val C2.3419.6312.1420.27
Bright Rock Quality Large Cap Instl (BQLCX)1.9819.7414.990Compare
Beck Mack & Oliver Partners (BMPEX)3.6414.5913.7521.44Compare
Hennessy Cornerstone Large Growth Instl (HILGX)4.3127.4213.9423.52Compare

See top fund managers for Large Blend Category Funds

 

Compare Wells Fargo Advantage Intrinsic Val C Fund (EIVCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares S&P 500 BuyWrite (PBP)1.76%9.80%7.39%
PowerShares Buyback Achievers (PKW)1.06%28.73%19.71%
First Trust Large Cap Core AlphaDEX (FEX)2.50%24.46%13.89%
Rydex S&P Equal Weight (RSP)2.84%24.19%14.84%
PowerShares Fundamental Pure La (PXLC)2.51%23.35%15.58%

 

Graph of Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) Net Asset TrackingWells Fargo Advantage Intrinsic Val C (EIVCX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Intrinsic Val C fund (EIVCX)

DateNet Asset
03/2014$1.22B
02/2014$1.21B
01/2014$1.17B
More historic net asset information on Wells Fargo Advantage Intrinsic Val C Fund (EIVCX)

  

Graph of Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) Portfolio TrackingWells Fargo Advantage Intrinsic Val C (EIVCX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Intrinsic Val C fund (EIVCX)

DateCashStockBondOther
02/20144.86%95.14%0%0%
01/20145.23%94.77%0%0%
12/20136.6%93.4%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Intrinsic Val C Fund (EIVCX)

 

graph of Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund

Discover what Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) manager is buying

Feb 27, 2014
Zions Bancorporation [3.33%]
Walt Disney Company (The) Commo [3.12%]
NextEra Energy, Inc. Common Sto [2.98%]
TRW Automotive Holdings Corpora [2.97%]
Boeing Company (The) Common Sto [2.94%]
Goldman Sachs Group, Inc. (The) [2.58%]
Honeywell International Inc. Co [2.56%]
E.I. du Pont de Nemours and Com [2.56%]
Occidental Petroleum Corporatio [2.54%]
Intuit Inc. [2.5%]

Jan 30, 2014
Zions Bancorporation [3.26%]
NextEra Energy, Inc. Common Sto [3.23%]
Boeing Company (The) Common Sto [2.94%]
Walt Disney Company (The) Commo [2.88%]
TRW Automotive Holdings Corpora [2.75%]
Goldman Sachs Group, Inc. (The) [2.7%]
Pepsico, Inc. Common Stock [2.63%]
Cigna Corporation Common Stock [2.61%]
Honeywell International Inc. Co [2.54%]
Intuit Inc. [2.54%]

Dec 30, 2013
Zions Bancorporation [3.24%]
Boeing Company (The) Common Sto [3.06%]
Walt Disney Company (The) Commo [2.9%]
NextEra Energy, Inc. Common Sto [2.87%]
Goldman Sachs Group, Inc. (The) [2.79%]
TRW Automotive Holdings Corpora [2.64%]
Pepsico, Inc. Common Stock [2.59%]
E.I. du Pont de Nemours and Com [2.54%]
United Parcel Service, Inc. Com [2.54%]
Time Warner Inc. New Common Sto [2.54%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Intrinsic Val C Fund (EIVCX)

  

Latest News on Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund

See what is happening with Wells Fargo Advantage Intrinsic Val C Fund (EIVCX)

 

Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) Related ResourcesSee more information on Wells Fargo Advantage Intrinsic Val C (EIVCX) Fund

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