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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: $14.04 on 11/21/2014, Change: +0.08 (0.57%)

 

Graph of Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) ManagerFund Manager - Howard Gleicher

Fund Manager Information

Fund Manager Tenure: 8.3 years
Similar Funds: EIVAX  EIVBX  EIVDX  EIVIX 
Fund Family: Wells Fargo Advantage
Fund Category: Large Blend
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Howard Gleicher is CEO and Chief Investment Officer and serves as a portfolio manager with Metropolitan West Capital Management (MetWest). Mr. Gleicher co-founded MetWest with Gary Lisenbee and Steven Borowski in 1997. Previously he served as Principal Portfolio Manager and Investment Policy Committee member at Palley-Needleman Asset Manager, Inc. Prior to this, he was a Vice President and Equity Portfolio Manager with Pacific Investment Management Company (PIMCO). Mr. Gleicher has been working in the investment management field since 1985.  Get more insights on Howard Gleicher

 

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 Oct 30, 2014

  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) management has been with Wells Fargo Advantage Intrinsic Val C Fund for 8.3 years
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has an annual stock turnover rate of 23.00% vs Large Blend average of 42.40%. 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 9.55, lower than category average of 9.74

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 Oct 30, 2014

  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal short-term performance (1-year return 12.86% vs 15.34% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal mid-term performance (3-year return 17.27% vs 18.50% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal Long-term performance (5-year return 14.72% vs 15.16% 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
  • Asset base in Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) performance details as of Oct 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 C7.3312.8617.2714.72
Bright Rock Quality Large Cap Investor (BQLIX)8.7312.9119.650Compare
Fidelity Spartan Total Market Index F (FFSMX)9.8516.0019.6917.06Compare
American Beacon S&P 500 Idx Instl (AASPX)10.8617.0919.6516.53Compare

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
First Trust Value Line Equity Allc Index (FVI)2.10%8.46%13.90%
PowerShares S&P 500 BuyWrite (PBP)3.72%7.40%8.84%
ProShares Credit Suisse 130/30 (CSM)13.46%19.93%20.82%
Vanguard S&P 500 ETF (VOO)10.85%17.19%19.73%
WisdomTree Earnings 500 (EPS)10.61%17.19%19.49%

 

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
10/2014$1.22B
09/2014$1.22B
08/2014$1.24B
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
09/20143.56%96.44%0%0%
08/20141.98%98.02%0%0%
07/20141.62%98.38%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

Sep 29, 2014
Walt Disney Company (The) Commo [3.23%]
Goldman Sachs Group, Inc. (The) [3.16%]
TRW Automotive Holdings Corpora [2.93%]
Express Scripts Holding Company [2.81%]
QUALCOMM Incorporated [2.79%]
Anheuser-Busch Inbev SA Sponsor [2.71%]
Boeing Company (The) Common Sto [2.7%]
Procter & Gamble Company (The) [2.65%]
Time Warner Inc. New Common Sto [2.54%]
Cigna Corporation Common Stock [2.49%]

Aug 30, 2014
Walt Disney Company (The) Commo [3.18%]
Goldman Sachs Group, Inc. (The) [3.01%]
Express Scripts Holding Company [2.87%]
QUALCOMM Incorporated [2.78%]
TRW Automotive Holdings Corpora [2.72%]
Anheuser-Busch Inbev SA Sponsor [2.66%]
Boeing Company (The) Common Sto [2.62%]
Procter & Gamble Company (The) [2.6%]
Cigna Corporation Common Stock [2.54%]
Time Warner Inc. New Common Sto [2.54%]

Jul 30, 2014
TRW Automotive Holdings Corpora [3.53%]
Walt Disney Company (The) Commo [3.14%]
Goldman Sachs Group, Inc. (The) [3%]
Time Warner Inc. New Common Sto [2.83%]
Express Scripts Holding Company [2.8%]
QUALCOMM Incorporated [2.78%]
Anheuser-Busch Inbev SA Sponsor [2.66%]
Boeing Company (The) Common Sto [2.58%]
Abbott Laboratories Common Stoc [2.53%]
Cigna Corporation Common Stock [2.5%]
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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