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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: $10.35 on 2/12/2016, Change: +0.21 (2.07%)

 

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

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: EIVAX  EIVBX  EIVDX  EIVIX 
Fund Family: Wells Fargo Funds
Fund Category: Large Blend
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (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 Jan 30, 2016

  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) management has been with Wells Fargo Advantage Intrinsic Val C Fund for 9.5 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 29.00% vs Large Blend average of 45.95%. 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) 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 Jan 30, 2016

  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal short-term performance (1-year return -4.53% vs -2.91% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal mid-term performance (3-year return 7.06% vs 9.69% Large Blend category median performance)
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a less-than-ideal Long-term performance (5-year return 7.73% vs 9.43% 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) is more volatile than its peers as it has a 3-year Standard Deviation of 11.4 that is higher than category average of 10.98
  • Wells Fargo Advantage Intrinsic Val C Fund (EIVCX) has a higher expense ratio of 1.91% than its Large Blend average of 1.03%
  • 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 Jan 30, 2016

 

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 C-6.53-4.537.067.73
INTECH US Mgd Volatility T (JRSTX)-2.340.1211.8411.52Compare
Bridgeway Blue Chip 35 Index (BRLIX)-4.111.3410.7910.93Compare
Columbia Contrarian Core A (LCCAX)-4.831.5411.9511.25Compare

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
iShares MSCI USA Minimum Volatility (USMV)-1.39%4.51%12.96%
Guggenheim Russell Top 50 Mega Cap ETF (XLG)-4.19%3.41%11.21%
iShares S&P 100 (OEF)-4.73%1.07%10.95%
ProShares Large Cap Core Plus (CSM)1.06%1.06%17.23%
PowerShares S&P 500 BuyWrite ETF (PBP)-4.88%0.61%4.72%

 

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
01/2016$1.01B
12/2015$1.09B
11/2015$1.14B
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
12/20152.76%97.24%0%0%
11/20154.53%95.47%0%0%
10/20151.55%98.45%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

Dec 30, 2015
BB&T Corporation Common Stock [3.19%]
Microsoft Corporation [3%]
Lockheed Martin Corporation Com [2.96%]
Goldman Sachs Group, Inc. (The) [2.95%]
Anheuser-Busch Inbev SA Sponsor [2.9%]
TJX Companies, Inc. (The) Commo [2.72%]
Honeywell International Inc. Co [2.61%]
Abbott Laboratories Common Stoc [2.54%]
Cigna Corporation Common Stock [2.53%]
Alphabet Inc. [2.53%]

Nov 29, 2015
BB&T Corporation Common Stock [3.21%]
Goldman Sachs Group, Inc. (The) [3.06%]
Anheuser-Busch Inbev SA Sponsor [2.94%]
Lockheed Martin Corporation Com [2.94%]
Boeing Company (The) Common Sto [2.89%]
Microsoft Corporation [2.89%]
TJX Companies, Inc. (The) Commo [2.67%]
Walt Disney Company (The) Commo [2.66%]
Motorola Solutions, Inc. Common [2.59%]
Honeywell International Inc. Co [2.58%]

Oct 30, 2015
BB&T Corporation Common Stock [3.06%]
Goldman Sachs Group, Inc. (The) [3%]
Lockheed Martin Corporation Com [2.93%]
Boeing Company (The) Common Sto [2.92%]
Microsoft Corporation [2.78%]
TJX Companies, Inc. (The) Commo [2.74%]
Anheuser-Busch Inbev SA Sponsor [2.71%]
Walt Disney Company (The) Commo [2.65%]
Honeywell International Inc. Co [2.54%]
Abbott Laboratories Common Stoc [2.48%]
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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