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Wells Fargo Advantage Small Cap Opp Adm (NVSOX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Small Cap Opp Adm (NVSOX) Fund

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Graph of Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) ManagerFund Manager - Jenny B. Jones

Fund Manager Information

Fund Manager Tenure: 17.1 years
Fund Family: Wells Fargo Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (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 B. Jones

 

Graph of Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) ProfileWells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) Profile

Fund Profile and Description

Wells Fargo Advantage Small Cap Opp Adm Fund seeks long-term capital appreciation. Wells Fargo Advantage Small Cap Opp Adm Fund invests principally in equity securities of small-capitalization companies which are companies with market capitalizations of $3 billion or less. This includes common stocks, securities convertible into common stocks and, subject to special limitations, rights or warrants to subscribe for or purchase common stocks. It also may invest to a limited degree in non-convertible debt securities and preferred stocks. Furthermore, the fund can use futures, options, repurchase or reverse repurchase agreements or swap agreements, as well as other derivatives, to manage risk or to enhance return.

 

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

Data for Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) as of May 30, 2016

  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) management has been with Wells Fargo Advantage Small Cap Opp Adm Fund for 17.1 years
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has good short-term performance (1-year return -1.19% vs -5.18% Small Blend category median performance)
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has good mid-term performance (3-year return 9.19% vs 6.96% Small Blend category median performance)
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has good Long-term performance (5-year return 8.62% vs 7.84% Small Blend category median performance)
  • 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
  • Asset base in Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.54, lower than category average of 14.58
  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has a lower expense ratio than its Small Blend average: 1.20% vs 1.22%
  • 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

Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) Weakness What we are cautious about Wells Fargo Advantage Small Cap Opp Adm (NVSOX) Fund

Data for Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) as of May 30, 2016

  • Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) has an annual stock turnover rate of 59.00% that is higher than the Small Blend average of 52.13%. This could mean Wells Fargo Advantage Small Cap Opp Adm is more nimble, but also signal potential high tax impact and high trading fees
See Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Small Cap Opp Adm4.37-1.199.198.62
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

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

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

DateNet Asset
05/2016$270.80M
03/2016$265.05M
02/2016$247.72M
More historic net asset information on Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

  

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

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

DateCashStockBondOther
04/20167.34%92.23%0%0.43%
02/20167.02%92.57%0%0.41%
12/20157.7%91.96%0%0.34%
Click here to see more historic asset allocation information on Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

 

graph of Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Small Cap Opp Adm (NVSOX) Fund

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

Apr 29, 2016
VWR Corporation [1.76%]
Catalent, Inc. Common Stock [1.49%]
Kennedy-Wilson Holdings Inc. Co [1.46%]
Terreno Realty Corporation Comm [1.43%]
Steven Madden, Ltd. [1.4%]
Compass Minerals Intl Inc Commo [1.39%]
Waste Connections, Inc. Common [1.38%]
iShares Russell 2000 [1.36%]
Fortinet, Inc. [1.32%]
CoreLogic, Inc. Common Stock [1.29%]

Feb 28, 2016
VWR Corporation [1.58%]
CoreLogic, Inc. Common Stock [1.54%]
Steven Madden, Ltd. [1.52%]
Terreno Realty Corporation Comm [1.5%]
Cadence Design Systems, Inc. [1.44%]
Sirona Dental Systems, Inc. [1.42%]
Hexcel Corporation Common Stock [1.39%]
ProAssurance Corporation Common [1.37%]
Waste Connections, Inc. Common [1.36%]
NorthWestern Corporation Common [1.35%]

Dec 30, 2015
Mid-America Apartment Communiti [1.87%]
Equity Lifestyle Properties, In [1.79%]
VWR Corporation [1.69%]
Kennedy-Wilson Holdings Inc. Co [1.54%]
CoreLogic, Inc. Common Stock [1.45%]
Terreno Realty Corporation Comm [1.42%]
AMERISAFE, Inc. [1.41%]
IDEX Corporation Common Stock [1.4%]
Sirona Dental Systems, Inc. [1.39%]
NorthWestern Corporation Common [1.34%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX)

  

Latest News on Wells Fargo Advantage Small Cap Opp Adm (NVSOX) Fund

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Wells Fargo Advantage Small Cap Opp Adm Fund (NVSOX) Related ResourcesSee more information on Wells Fargo Advantage Small Cap Opp Adm (NVSOX) Fund

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