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Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund

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

 

Graph of Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) ManagerFund Manager - Margaret D. Patel

Fund Manager Information

Fund Manager Tenure: 13.0 years
Similar Funds: EKSAX  EKSBX  EKSCX  EKSYX 
Fund Family: Wells Fargo Funds
Fund Category: Allocation--15% to 30% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (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 Diver Inc Bldr Adm Fund (EKSDX) ProfileWells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Profile

Fund Profile and Description

Wells Fargo Advantage Diver Inc Bldr Adm Fund seeks long-term total return, consisting of current income and capital appreciation. Wells Fargo Advantage Diver Inc Bldr Adm Fund invests in debt and equity securities with an emphasis on debt securities. It invests 75% to 80% of total assets in debt securities and 10% to 25% of total assets in equity securities. Normally the fund invests at least 80% of total assets in a diversified portfolio of U.S. and non-U.S. income-producing securities of any quality, including dividend-paying common and preferred stocks, convertible bonds, corporate bonds and derivatives. For the debt portfolio, it invests principally in below investment-grade debt securities if corporate issuers.

 

Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund Strength What we like about Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund

Data for Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) as of May 30, 2016

  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) management has been with Wells Fargo Advantage Diver Inc Bldr Adm Fund for 13.0 years
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has good short-term performance (1-year return 0.95% vs -0.42% Allocation--15% to 30% Equity category median performance)
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has good mid-term performance (3-year return 4.90% vs 2.51% Allocation--15% to 30% Equity category median performance)
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has good Long-term performance (5-year return 5.98% vs 3.24% Allocation--15% to 30% Equity category median performance)
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has a Morningstar rating of 4 and above
  • Asset base in Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Weakness What we are cautious about Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund

Data for Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) as of May 30, 2016

  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) is less safe compared to its Allocation--15% to 30% Equity peers
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has an annual stock turnover rate of 63.00% that is higher than the Allocation--15% to 30% Equity average of 42.29%. This could mean Wells Fargo Advantage Diver Inc Bldr Adm is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.38 that is higher than category average of 4.28
  • Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) has a higher expense ratio of 0.90% than its Allocation--15% to 30% Equity average of 0.71%
See Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) performance details as of May 30, 2016

 

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Compare Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)Compare with other top Allocation--15% to 30% Equity category mutual funds

Aadditional top Allocation--15% to 30% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Diver Inc Bldr Adm6.580.954.905.98
Columbia Thermostat A (CTFAX)3.141.313.915.94Compare
Fidelity Asset Manager 20% (FASIX)2.740.393.143.53Compare
Russell Lifepoints Conservative Strat S (RCLSX)3.340.272.453.06Compare

See top fund managers for Allocation--15% to 30% Equity Category Funds

 

Graph of Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Net Asset TrackingWells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Diver Inc Bldr Adm fund (EKSDX)

DateNet Asset
05/2016$402.15M
03/2016$376.41M
02/2016$337.14M
More historic net asset information on Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

  

Graph of Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Portfolio TrackingWells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Diver Inc Bldr Adm fund (EKSDX)

DateCashStockBondOther
04/20160.93%21.96%77.11%0%
02/20163.9%22.69%73.41%0%
01/20162.91%23.86%73.23%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

 

graph of Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund

Discover what Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX) manager is buying

Apr 29, 2016
Natl Fuel Gas Co N J 4.9% [3.15%]
Commscope 144A 5.5% [2.96%]
Tronox Worldwide 6.375% [2.93%]
Penske Automotive Grp 5.75% [2.87%]
Huntington Ingalls Inds 144A 5% [2.7%]
Rayonier A.M. Prods 144A 5.5% [2.41%]
Orbital Atk 144A 5.5% [2.33%]
Quintiles Transnational 144A 4.875% [2.24%]
Olin 5.5% [2.18%]
Grp 1 Automotive 5% [2%]

Feb 28, 2016
Commscope 144A 5.5% [3.28%]
Penske Automotive Grp 5.75% [3.19%]
Huntington Ingalls Inds 144A 5% [3.09%]
Rayonier A.M. Prods 144A 5.5% [2.64%]
Tronox Worldwide 6.375% [2.48%]
Quintiles Transnational 144A 4.875% [2.42%]
Olin 5.5% [2.41%]
Grp 1 Automotive 5% [2.17%]
Clean Harbors 5.125% [2.05%]
Seagate Hdd Cayman 4.75% [2.03%]

Jan 30, 2016
Commscope 144A 5.5% [3.38%]
Penske Automotive Grp 5.75% [3.28%]
Huntington Ingalls Inds 144A 5% [3.15%]
Rayonier A.M. Prods 144A 5.5% [2.56%]
Tronox Worldwide 6.375% [2.53%]
Quintiles Transnational 144A 4.875% [2.48%]
Olin 5.5% [2.45%]
Grp 1 Automotive 5% [2.29%]
Seagate Hdd Cayman 4.75% [2.23%]
Sensata Tech Bv 144A 4.875% [2.01%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

  

Latest News on Wells Fargo Advantage Diver Inc Bldr Adm (EKSDX) Fund

See what is happening with Wells Fargo Advantage Diver Inc Bldr Adm Fund (EKSDX)

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