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Fund Intelligence | Best Managers | NVSOX Insights | NVSOX Score | NVSOX Performance | NVSOX Manager | NVSOX News | NVSOX Allocation | NVSOX Holdings Change

Mutual Fund Insights: Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

In-depth Analysis of Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

Mutual fund chart: Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

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See Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) performance details as of January 31, 2010

  

    Last Trade: $29.97 on 3/18/2010, Change: -0.08 (-0.27%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) (alpha release)

  

Fund Manager - Jenny Jones

Fund Manager Tenure: 7.2 years
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Jones is an executive vice president of Schroders and has been an employee of Schroders since 2003. Previously, she was employed at Morgan Stanley Investment Management, where she was an executive director. Prior to that, she was a vice president and portfolio manager with Oppenheimer Capital. She also spent seven years with Mutual of America Life Insurance. In addition, Jones has worked as a financial consultant with Shearson Lehman and as an options strategist with Drexel Burnham Lambert.  Get more insights on Jenny Jones

  

What we like about Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) What we like about Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

Data for Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) as of January 31, 2010

  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) management has been with Wells Fargo Advantage Small Cap Opp Adm Fund for 7.2 years
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has good short-term performance (1-year return 42.05% vs 39.62% Small Growth category average)
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has good mid-term performance (3-year return -1.29% vs -6.96% Small Growth category average)
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has good Long-term performance (5-year return 5.47% vs 0.25% Small Growth category average)
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has an annual stock turnover rate of 68.00% vs Small Growth average of 131.92%. It is good that Wells Fargo Advantage Small Cap Opp Adm management does not trade extensively for its return.
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.13, lower than category average of 24.84
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has a lower management fee than its Small Growth average: 1.22% vs 1.60%
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) 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 Small Cap Opp Adm Fund (NVSOX) What we are cautious about Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

Data for Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) as of January 31, 2010

See Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) Net Asset

Track net asset change of Wells Fargo Advantage Small Cap Opp Adm fund (NVSOX)

DateNet Asset
01/2010$640.79M
11/2009$619.17M
10/2009$612.95M
More historic net asset information on Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

  

Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Small Cap Opp Adm fund (NVSOX)

DateCashStockBondOther
10/200910.62%88.6%0%0.78%
07/200911.19%88.81%0%0%
04/200910.9%89.1%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

Discover what Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) manager is buying

31-Oct-09
Wells Fargo Advantage Money Market Trust [10.61%]
WASTE CONNECTIONS [2.95%]
REINSURANCE GROUP [2.25%]
ST MARY LAND EXPL [1.92%]
PSS World Medical Inc. [1.77%]
Scientific Games Corp [1.63%]
N B T Y INC [1.53%]
GARTNER INC [1.51%]
GEO GROUP INC (THE) [1.39%]
Sanderson Farms, Inc. [1.36%]

31-Jul-09
iShares Russell 2000 Index [3.42%]
WASTE CONNECTIONS [2.62%]
REINSURANCE GROUP [2.19%]
PSS World Medical Inc. [2.04%]
GARTNER INC [1.86%]
Scientific Games Corp [1.86%]
LKQ Corporation [1.6%]
N B T Y INC [1.54%]
Huron Consulting Group Inc. [1.44%]
ST MARY LAND EXPL [1.36%]

30-Apr-09
Reinsurance Group of America, I [2.25%]
Scientific Games Corp [2.15%]
Waste Connections, Inc. [2.12%]
PSS World Medical Inc. [2.01%]
LKQ Corporation [1.71%]
Gartner, Inc. [1.68%]
Euronet Worldwide, Inc. [1.66%]
Huron Consulting Group Inc. [1.58%]
Westamerica Bancorporation [1.45%]
Argo Group International Holdin [1.42%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

  

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