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Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund

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

 

Graph of Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) ManagerFund Manager - Margaret D. Patel

Fund Manager Information

Fund Manager Tenure: 12.5 years
Similar Funds: EKBAX  EKBBX  EKBCX  EKBDX 
Fund Family: Wells Fargo Funds
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Margaret Patel has been with Wells Capital Management or one of its predecessors since 2007. She is currently a managing director and senior portfolio manager with Wells Capital Management's Fundamental Equity group. Ms. Patel has more than 30 years experience managing various fixed income and equity funds. Previously, she served as a senior vice president and portfolio manager with Pioneer Investments, as well as a vice president with Third Avenue Funds and Northstar Investment Management While working at Pioneer Investments, she was nominated twice for Morningstar's "Fixed Income Manager of the Year." She was featured among the nation's top 20 mutual fund managers in Market Masters by Kirk Kazanjian, published by John Wiley Sons (February 2005), in World Beaters published by Citywire Group (UK: December 2004), and in The Mutual Fund Masters: A Revealing Look Into the Minds and Strategies of Wall Street's Best and Brightest by Bill Griffeth, published by Irwin Professional Publishing (December 1994). For her extensive knowledge and expertise in the investment world, Ms. Patel has been quoted regularly in publications such as The Wall Street Journal, Barron's, Money, and Bloomberg BusinessWeek. She is also a frequent guest on CNBC-TV, Bloomberg Business News, and FOX Business television as well as Bloomberg Radio. Ms. Patel has been working in the investment management field since 1972. She is a member of the New York Society of Security Analysts. Ms. Patel received a B.S. in economics from the University of Pittsburgh.  Get more insights on Margaret D. Patel

 

Graph of Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) ProfileWells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) Profile

Fund Profile and Description

Wells Fargo Advantage Divers Cptl Bldr I Fund seeks long-term total return consisting of capital growth and current income. Wells Fargo Advantage Divers Cptl Bldr I Fund invests in equity and fixed income securities with an emphasis on equity securities. Under normal circumstances, it invests up to 90% of total assets in equity securities and up to 30% of total assets in corporate debt securities that are below investment-grade. Wells Fargo Advantage Divers Cptl Bldr I Fund also invests up to 25% of total assets in foreign equity and debt securities. Wells Fargo Advantage Divers Cptl Bldr I Fund may use futures, options or swap agreements, as well as other derivatives, to manage risk or enhance return.

 

Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund Strength What we like about Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund

Data for Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) as of May 30, 2016

  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) management has been with Wells Fargo Advantage Divers Cptl Bldr I Fund for 12.5 years
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has good short-term performance (1-year return 1.84% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has good mid-term performance (3-year return 10.72% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has good Long-term performance (5-year return 8.76% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has a Morningstar rating of 4 and above
  • Asset base in Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.77% vs 0.89%
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) Weakness What we are cautious about Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund

Data for Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) as of May 30, 2016

  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) has an annual stock turnover rate of 69.00% that is higher than the Allocation--70% to 85% Equity average of 57.05%. This could mean Wells Fargo Advantage Divers Cptl Bldr I is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.36 that is higher than category average of 9.46
See Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) performance details as of May 30, 2016

 

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Compare Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Divers Cptl Bldr I9.021.8410.728.76
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Fidelity Advisor Strategic Div & Inc A (FASDX)5.952.947.598.90Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) Net Asset TrackingWells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Divers Cptl Bldr I fund (EKBYX)

DateNet Asset
05/2016$607.76M
03/2016$591.39M
02/2016$546.85M
More historic net asset information on Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX)

  

Graph of Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) Portfolio TrackingWells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Divers Cptl Bldr I fund (EKBYX)

DateCashStockBondOther
04/20160.38%71.53%28.09%0%
02/20161.65%72.38%25.97%0%
01/20162.04%72.28%25.68%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX)

 

graph of Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund

Discover what Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX) manager is buying

Apr 29, 2016
FEI Company [3.53%]
Tronox Worldwide 6.375% [3.24%]
Columbia Pipeline Group, Inc. C [3.16%]
Medtronic plc. Ordinary Shares [2.67%]
Estee Lauder Companies, Inc. (T [2.43%]
Sempra Energy Common Stock [2.36%]
Amphenol Corporation Common Sto [2.36%]
Zimmer Biomet Holdings, Inc. Co [2.35%]
John Bean Technologies Corporat [2.29%]
CVS Health Corporation Common S [2.29%]

Feb 28, 2016
FEI Company [3.51%]
Jarden Corporation Common Stock [2.77%]
Tronox Worldwide 6.375% [2.6%]
CMS Energy Corporation Common S [2.58%]
Dominion Resources, Inc. Common [2.57%]
DTE Energy Company Common Stock [2.55%]
Estee Lauder Companies, Inc. (T [2.52%]
John Bean Technologies Corporat [2.51%]
Amphenol Corporation Common Sto [2.44%]
Medtronic plc. Ordinary Shares [2.42%]

Jan 30, 2016
FEI Company [3.16%]
Jarden Corporation Common Stock [2.81%]
Dominion Resources, Inc. Common [2.68%]
DTE Energy Company Common Stock [2.6%]
Tronox Worldwide 6.375% [2.59%]
CMS Energy Corporation Common S [2.56%]
Columbia Pipeline Group, Inc. C [2.41%]
Medtronic plc. Ordinary Shares [2.4%]
Estee Lauder Companies, Inc. (T [2.37%]
Home Depot, Inc. (The) Common S [2.33%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Divers Cptl Bldr I Fund (EKBYX)

  

Latest News on Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) Fund

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