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

Mutual Fund Insights: Wells Fargo Advantage Enterprise Inv Fund (SENTX)

In-depth Analysis of Wells Fargo Advantage Enterprise Inv Fund (SENTX)

Mutual fund chart: Wells Fargo Advantage Enterprise Inv Fund (SENTX)

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See Wells Fargo Advantage Enterprise Inv Fund (SENTX) performance details as of February 28, 2010

  

    Last Trade: $28.40 on 3/19/2010, Change: -0.34 (-1.18%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Enterprise Inv Fund (SENTX) (alpha release)

  

Fund Manager - James M. Leach

Fund Manager Tenure: 2.8 years   [Similar Funds: SENAX ]
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
James M. Leach serves as a portfolio manager for the Fundamental Small to Mid and Mid Capitalization Growth portfolios at Wells Capital Management. James M. Leach also serves as a research analyst with primary responsibilities for the telecommunications and consumer discretionary sectors. James M. Leach came to Wells Capital Management from Strong Capital Management, having joined Strong in 2000.  Get more insights on James M. Leach

  

What we like about Wells Fargo Advantage Enterprise Inv Fund (SENTX) What we like about Wells Fargo Advantage Enterprise Inv Fund (SENTX)

Data for Wells Fargo Advantage Enterprise Inv Fund (SENTX) as of February 28, 2010

  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) has good mid-term performance (3-year return -4.61% vs -4.00 % Mid-Cap Growth category average)
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) has good Long-term performance (5-year return 2.26% vs 2.06 % Mid-Cap Growth category average)
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) has a lower management fee than its Mid-Cap Growth average: 1.46% vs 1.47%
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) 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 Enterprise Inv Fund (SENTX) What we are cautious about Wells Fargo Advantage Enterprise Inv Fund (SENTX)

Data for Wells Fargo Advantage Enterprise Inv Fund (SENTX) as of February 28, 2010

  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) management has been with Wells Fargo Advantage Enterprise Inv Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) has a less-than-ideal short-term performance (1-year return 56.29% vs 58.17 % Mid-Cap Growth category average)
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) is less safe compared to its Mid-Cap Growth peers
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) has an annual stock turnover rate of 203.00% that is higher than the Mid-Cap Growth average of 140.76%. This could mean Wells Fargo Advantage Enterprise Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) does not have a good risk adjusted return as its 3-year Alpha of 2.92 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.13
  • Wells Fargo Advantage Enterprise Inv Fund (SENTX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.04 that is higher than category average of 23.95
See Wells Fargo Advantage Enterprise Inv Fund (SENTX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage Enterprise Inv Fund (SENTX) Net Asset

Track net asset change of Wells Fargo Advantage Enterprise Inv fund (SENTX)

DateNet Asset
02/2010$257.20M
01/2010$121.89M
11/2009$122.85M
More historic net asset information on Wells Fargo Advantage Enterprise Inv Fund (SENTX)

  

Wells Fargo Advantage Enterprise Inv Fund (SENTX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Enterprise Inv fund (SENTX)

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 Inv Fund (SENTX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Enterprise Inv Fund (SENTX)

Discover what Wells Fargo Advantage Enterprise Inv Fund (SENTX) 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
[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 Inv Fund (SENTX)

  

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