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Mutual Fund Insights: Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

In-depth Analysis of Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

Mutual fund chart: Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

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See Wells Fargo Advantage Large Co Growth B Fund (NVLOX) performance details as of January 31, 2010

  

    Last Trade: $44.49 on 3/19/2010, Change: -0.22 (-0.49%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Large Co Growth B Fund (NVLOX) (alpha release)

  

Fund Manager - Gary E. Nussbaum

Fund Manager Tenure: 15.4 years   [Similar Funds: NVLAX  NVLCX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Nussbaum is senior vice president with Peregrine Capital Management, his employer since 1990. Prior to joining the firm, he was an research investment officer with Shawmut National Corporation/Connecticut National Bank. Nussbaum holds the Chartered Financial Analyst designation.  Get more insights on Gary E. Nussbaum

  

What we like about Wells Fargo Advantage Large Co Growth B Fund (NVLOX) What we like about Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

Data for Wells Fargo Advantage Large Co Growth B Fund (NVLOX) as of January 31, 2010

  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) management has been with Wells Fargo Advantage Large Co Growth B Fund for 15.4 years
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) has good short-term performance (1-year return 44.61% vs 35.76% Large Growth category average)
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) has an annual stock turnover rate of 13.00% vs Large Growth average of 109.93%. It is good that Wells Fargo Advantage Large Co Growth B management does not trade extensively for its return.

  

What we are cautious about Wells Fargo Advantage Large Co Growth B Fund (NVLOX) What we are cautious about Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

Data for Wells Fargo Advantage Large Co Growth B Fund (NVLOX) as of January 31, 2010

  • Wells Fargo Advantage Large Co Growth B 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 Growth B Fund (NVLOX) has a less-than-ideal mid-term performance (3-year return -5.90% vs -5.20% Large Growth category average)
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) has a less-than-ideal Long-term performance (5-year return -0.56% vs 0.87% Large Growth category average)
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) is less safe compared to its Large Growth peers
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) does not have a good risk adjusted return as its 3-year Alpha of 1.95 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.26
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.66 that is higher than category average of 21.28
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) has a higher management fee of 1.95% than its Large Growth average of 1.33%
  • Wells Fargo Advantage Large Co Growth B Fund (NVLOX) carries a 5% load
See Wells Fargo Advantage Large Co Growth B Fund (NVLOX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Large Co Growth B Fund (NVLOX) Net Asset

Track net asset change of Wells Fargo Advantage Large Co Growth B fund (NVLOX)

DateNet Asset
01/2010$9.64M
11/2009$11.35M
10/2009$11.09M
More historic net asset information on Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

  

Wells Fargo Advantage Large Co Growth B Fund (NVLOX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Large Co Growth B fund (NVLOX)

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 Growth B Fund (NVLOX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Large Co Growth B Fund (NVLOX)

Discover what Wells Fargo Advantage Large Co Growth B Fund (NVLOX) 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 Growth B Fund (NVLOX)

  

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