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Mutual Fund Insights: Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

In-depth Analysis of Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

Mutual fund chart: Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

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See Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) performance details as of February 28, 2010

  

    Last Trade: $48.47 on 3/19/2010, Change: -0.23 (-0.47%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) (alpha release)

  

Fund Manager - John S. Dale

Fund Manager Tenure: 15.4 years   [Similar Funds: NVLAX  NVLOX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
John S. Dale is a senior vice president with Peregrine Capital Management, his employer since 1987. Prior to joining the firm, John S. Dale was with Northwest Corporation. John S. Dale holds the Chartered Financial Analyst designation.  Get more insights on John S. Dale

  

What we like about Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) What we like about Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

Data for Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) as of February 28, 2010

  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) management has been with Wells Fargo Advantage Large Co Gr Adm Fund for 15.4 years
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) has good short-term performance (1-year return 56.23% vs 51.46 % Large Growth category average)
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) has an annual stock turnover rate of 13.00% vs Large Growth average of 109.62%. It is good that Wells Fargo Advantage Large Co Gr Adm management does not trade extensively for its return.
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) has a lower management fee than its Large Growth average: 0.94% vs 1.33%
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) What we are cautious about Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

Data for Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) as of February 28, 2010

  • Wells Fargo Advantage Large Co Gr Adm Fund is a focused fund with 54.86% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) has a less-than-ideal mid-term performance (3-year return -3.23% vs -3.50 % Large Growth category average)
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) has a less-than-ideal Long-term performance (5-year return 0.86% vs 1.34 % Large Growth category average)
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.66 that is higher than category average of 21.35
See Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) Net Asset

Track net asset change of Wells Fargo Advantage Large Co Gr Adm fund (NVLCX)

DateNet Asset
02/2010$380.82M
01/2010$76.02M
11/2009$87.77M
More historic net asset information on Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

  

Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Large Co Gr Adm fund (NVLCX)

DateCashStockBondOther
09/20090.79%99.21%0%0%
06/20090.42%99.59%0%0%
03/20092.66%97.34%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

Discover what Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX) manager is buying

30-Sep-09
GOLDMAN SACHS GRP [9.45%]
Cisco Systems, Inc. [6.49%]
Google Inc. [6.4%]
Microsoft Corporation [5.84%]
The Charles Schwab Corporation [5.67%]
Apple Inc. [5.26%]
TARGET CP [4.3%]
QUALCOMM Incorporated [4.11%]
Intel Corporation [3.8%]
Paychex, Inc. [3.54%]

30-Jun-09
GOLDMAN SACHS GRP [8.79%]
Microsoft Corporation [6.57%]
Google Inc. [6.18%]
Charles Schwab Corporation (The [5.9%]
Cisco Systems, Inc. [5.84%]
Apple Inc. [4.36%]
TARGET CP [4.22%]
QUALCOMM Incorporated [4.14%]
MEDTRONIC INC [3.85%]
Intel Corporation [3.72%]

31-Mar-09
GOLDMAN SACHS GRP [7.62%]
Cisco Systems, Inc. [6.18%]
The Charles Schwab Corporation [6.13%]
Google Inc. [6.05%]
Microsoft Corporation [5.98%]
MEDTRONIC INC [4.25%]
TARGET CP [4.22%]
Paychex, Inc. [4.16%]
Genzyme Corporation [3.93%]
Intel Corporation [3.89%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Large Co Gr Adm Fund (NVLCX)

  

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