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Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund

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

 

Graph of Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) ManagerFund Manager - Timothy P. OBrien

Fund Manager Information

Fund Manager Tenure: 17.6 years
Similar Funds: EVUBX  EVUCX  EVUDX  EVUYX 
Fund Family: Wells Fargo Funds
Fund Category: Utilities
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) ProfileWells Fargo Advantage Utility&Telecom A Fund (EVUAX) Profile

Fund Profile and Description

Wells Fargo Advantage Utility&Telecom A Fund seeks total return, consisting of current income and capital appreciation. Wells Fargo Advantage Utility&Telecom A Fund invests at least 80% of net assets in common, preferred and convertible preferred stocks and investment grade bonds or convertible debentures of utility and telecommunications companies. It may invest up to 35% of total assets in convertible debentures of utility and telecommunications companies and up to 20% of this portion may be invested in convertible debentures rated below investment grade. Wells Fargo Advantage Utility&Telecom A Fund also invests up to 30% of total assets in equity securities of foreign issuers, including ADRs and similar investments. It is non-diversified.

 

Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund Strength What we like about Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund

Data for Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) as of May 30, 2016

  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) management has been with Wells Fargo Advantage Utility&Telecom A Fund for 17.6 years
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has good short-term performance (1-year return 6.90% vs 4.07% Utilities category median performance)
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has good Long-term performance (5-year return 9.82% vs 9.73% Utilities category median performance)
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) ratio of up-years vs down years is greater than 2
  • Asset base in Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has an annual stock turnover rate of 15.00% vs Utilities average of 60.66%. It is good that Wells Fargo Advantage Utility&Telecom A management does not trade extensively for its return.
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.48, lower than category average of 12.25
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has a lower expense ratio than its Utilities average: 1.14% vs 1.15%

Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) Weakness What we are cautious about Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund

Data for Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) as of May 30, 2016

  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has a less-than-ideal mid-term performance (3-year return 8.79% vs 9.41% Utilities category median performance)
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) carries a 5.75% load
  • As a Utilities focused fund, Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) is less diversified and has inherited sector risks associated with the fund
See Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Utility&Telecom A Fund (EVUAX)Compare with other top Utilities category mutual funds

Aadditional top Utilities mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Utility&Telecom A11.696.908.799.82
American Century Utilities Inv (BULIX)14.6911.4410.699.95Compare
Fidelity Advisor Utilities I (FUGIX)13.914.4110.6410.51Compare
Franklin Utilities A (FKUTX)15.1410.9211.5211.69Compare

See top fund managers for Utilities Category Funds

 

Compare Wells Fargo Advantage Utility&Telecom A Fund (EVUAX)Compare with Utilities category ETFs

Some Utilities ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Global Utilities (JXI)8.54%3.46%7.30%
PowerShares S&P SmallCap Utilities ETF (PSCU)10.37%21.71%14.35%
PowerShares DWA Utilities Momentum ETF (PUI)15.57%19.31%13.40%
Guggenheim S&P 500 Eq Wt Utilities ETF (RYU)14.95%15.26%13.63%
Vanguard Utilities ETF (VPU)14.85%14.83%13.14%

 

Graph of Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) Net Asset TrackingWells Fargo Advantage Utility&Telecom A (EVUAX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Utility&Telecom A fund (EVUAX)

DateNet Asset
05/2016$408.10M
03/2016$397.84M
02/2016$374.56M
More historic net asset information on Wells Fargo Advantage Utility&Telecom A Fund (EVUAX)

  

Graph of Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) Portfolio TrackingWells Fargo Advantage Utility&Telecom A (EVUAX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Utility&Telecom A fund (EVUAX)

DateCashStockBondOther
04/20169.73%89.44%0%0.48%
02/20168.56%91.35%0%0.09%
01/20169.38%88.64%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Utility&Telecom A Fund (EVUAX)

 

graph of Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund

Discover what Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) manager is buying

Apr 29, 2016
CMS Energy Corporation Common S [6.2%]
Eversource Energy (D/B/A) Commo [6.09%]
NextEra Energy, Inc. Common Sto [5.97%]
Edison International Common Sto [5.84%]
Visa Inc. [5.3%]
Sempra Energy Common Stock [5.25%]
Alliant Energy Corporation Comm [5.19%]
PNM Resources, Inc. (Holding Co [4.83%]
Shenandoah Telecommunications C [4.74%]
Dominion Resources, Inc. Common [4.72%]

Feb 28, 2016
CMS Energy Corporation Common S [6.33%]
Eversource Energy (D/B/A) Commo [6.16%]
NextEra Energy, Inc. Common Sto [6.02%]
Edison International Common Sto [5.91%]
Alliant Energy Corporation Comm [5.26%]
Visa Inc. [5.21%]
Sempra Energy Common Stock [5.15%]
PNM Resources, Inc. (Holding Co [5.11%]
Shenandoah Telecommunications C [4.19%]
Chatham Lodging Trust (REIT) Co [3.48%]

Jan 30, 2016
CMS Energy Corporation Common S [6.64%]
NextEra Energy, Inc. Common Sto [6.36%]
Eversource Energy (D/B/A) Commo [6.2%]
Edison International Common Sto [5.61%]
Visa Inc. [5.55%]
Alliant Energy Corporation Comm [5.31%]
Sempra Energy Common Stock [5.14%]
PNM Resources, Inc. (Holding Co [5.11%]
Shenandoah Telecommunications C [4.05%]
American Water Works Company, I [3.52%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Utility&Telecom A Fund (EVUAX)

  

Latest News on Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund

See what is happening with Wells Fargo Advantage Utility&Telecom A Fund (EVUAX)

 

Wells Fargo Advantage Utility&Telecom A Fund (EVUAX) Related ResourcesSee more information on Wells Fargo Advantage Utility&Telecom A (EVUAX) Fund

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