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Mutual Fund Insights: Wells Fargo Advantage Enterprise A Fund (SENAX)

In-depth Analysis of Wells Fargo Advantage Enterprise A Fund (SENAX)

Mutual fund chart: Wells Fargo Advantage Enterprise A Fund (SENAX)

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See Wells Fargo Advantage Enterprise A Fund (SENAX) performance details as of January 31, 2010

  

    Last Trade: $29.05 on 3/18/2010, Change: -0.22 (-0.75%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Enterprise A Fund (SENAX) (alpha release)

  

Fund Manager - Thomas J. Pence

Fund Manager Tenure: 9.4 years   [Similar Funds: SENTX ]
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Pence is managing director and senior portfolio manager of Wells Capital Management. Previously, he was with Strong Capital Management from October 2000 to April 2005. Previously, he was chief equity investment officer and senior vice president at Conseco Capital Management which he joined in 1991 and a senior security analyst at another company in the forest-products and natural-gas industries. Pence holds the Chartered Financial Analyst designation.  Get more insights on Thomas J. Pence

  

What we like about Wells Fargo Advantage Enterprise A Fund (SENAX) What we like about Wells Fargo Advantage Enterprise A Fund (SENAX)

Data for Wells Fargo Advantage Enterprise A Fund (SENAX) as of January 31, 2010

  • Wells Fargo Advantage Enterprise A Fund (SENAX) management has been with Wells Fargo Advantage Enterprise A Fund for 9.4 years
  • Wells Fargo Advantage Enterprise A Fund (SENAX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Enterprise A Fund (SENAX) has a lower management fee than its Mid-Cap Growth average: 1.36% vs 1.46%

  

What we are cautious about Wells Fargo Advantage Enterprise A Fund (SENAX) What we are cautious about Wells Fargo Advantage Enterprise A Fund (SENAX)

Data for Wells Fargo Advantage Enterprise A Fund (SENAX) as of January 31, 2010

  • Wells Fargo Advantage Enterprise A Fund (SENAX) has a less-than-ideal short-term performance (1-year return 38.59% vs 39.73% Mid-Cap Growth category average)
  • Wells Fargo Advantage Enterprise A Fund (SENAX) has a less-than-ideal mid-term performance (3-year return -6.49% vs -5.54% Mid-Cap Growth category average)
  • Wells Fargo Advantage Enterprise A Fund (SENAX) has a less-than-ideal Long-term performance (5-year return 1.14% vs 1.43% Mid-Cap Growth category average)
  • Wells Fargo Advantage Enterprise A Fund (SENAX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Enterprise A Fund (SENAX) is less safe compared to its Mid-Cap Growth peers
  • Wells Fargo Advantage Enterprise A Fund (SENAX) has an annual stock turnover rate of 203.00% that is higher than the Mid-Cap Growth average of 138.22%. This could mean Wells Fargo Advantage Enterprise A is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Enterprise A Fund (SENAX) does not have a good risk adjusted return as its 3-year Alpha of 2.67 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.22
  • Wells Fargo Advantage Enterprise A Fund (SENAX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.73 that is higher than category average of 23.72
  • Wells Fargo Advantage Enterprise A Fund (SENAX) carries a 5.75% load
See Wells Fargo Advantage Enterprise A Fund (SENAX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Enterprise A Fund (SENAX) Net Asset

Track net asset change of Wells Fargo Advantage Enterprise A fund (SENAX)

DateNet Asset
01/2010$790.00K
11/2009$860.00K
10/2009$820.00K
More historic net asset information on Wells Fargo Advantage Enterprise A Fund (SENAX)

  

Wells Fargo Advantage Enterprise A Fund (SENAX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Enterprise A fund (SENAX)

DateCashStockBondOther
10/20093.81%96.19%0%0%
07/20091%99%0%0%
04/20090.95%99.05%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Enterprise A Fund (SENAX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Enterprise A Fund (SENAX)

Discover what Wells Fargo Advantage Enterprise A Fund (SENAX) manager is buying

31-Oct-09
Wells Fargo Advantage Money Market Trust [3.81%]
AMER TOWER CP [2.68%]
AVON PRODUCTS INC [2.6%]
CONCHO RESOURCES INC [2.4%]
Life Technologies Corporation [2.37%]
PMC [2.09%]
NOBLE CORP (NEW) [2.03%]
Equinix, Inc. [1.97%]
Express Scripts, Inc. [1.94%]
Joy Global Inc. [1.93%]

31-Jul-09
Life Technologies Corporation [2.64%]
NOBLE CORP (NEW) [2.5%]
AMER TOWER CP [2.45%]
NATL SEMICONDUCTOR [2.1%]
MICRON TECHNOLOGY [1.93%]
YUM BRANDS INC [1.93%]
INVESCO PLC NEW [1.91%]
A K STEEL HLDG CORP [1.91%]
CONCHO RESOURCES INC [1.91%]
Brocade Communications Systems, [1.89%]

30-Apr-09
SBA Communications Corporation [3.16%]
Life Technologies Corporation [3.07%]
American Tower Corp. [2.67%]
Noble Corp (Switzerland) [2.32%]
Yum! Brands, Inc. [2.28%]
Equinix, Inc. [2.26%]
Airgas Inc. [1.79%]
The DIRECTV Group, Inc. [1.75%]
Newfield Exploration Co. [1.71%]
Everest Re Group Ltd [1.71%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Enterprise A Fund (SENAX)

  

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