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Mutual Fund Insights: Wells Fargo Advantage Growth I Fund (SGRNX)

In-depth Analysis of Wells Fargo Advantage Growth I Fund (SGRNX)

Mutual fund chart: Wells Fargo Advantage Growth I Fund (SGRNX)

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See Wells Fargo Advantage Growth I Fund (SGRNX) performance details as of January 31, 2010

  

    Last Trade: $28.80 on 3/18/2010, Change: -0.02 (-0.07%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Growth I Fund (SGRNX) (alpha release)

  

Fund Manager - Thomas Ognar

Fund Manager Tenure: 7.9 years   [Similar Funds: SGRAX  SGRKX  SGROX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.89)     (What does this score mean?)
Ognar is a managing director and senior portfolio manager for the Growth Equity team at Wells Capital Management. He has oversight and portfolio management responsibility for the team?s Small Capitalization, All Capitalization and Large Capitalization Growth portfolios. He joined Wells Capital Management with the acquisition of assets from Strong Capital Management. He entered the investment industry in 1993 and joined Strong in 1998 as a research analyst.  Get more insights on Thomas Ognar

  

What we like about Wells Fargo Advantage Growth I Fund (SGRNX) What we like about Wells Fargo Advantage Growth I Fund (SGRNX)

Data for Wells Fargo Advantage Growth I Fund (SGRNX) as of January 31, 2010

  • Wells Fargo Advantage Growth I Fund (SGRNX) management has been with Wells Fargo Advantage Growth I Fund for 7.9 years
  • Wells Fargo Advantage Growth I Fund (SGRNX) has good short-term performance (1-year return 44.35% vs 35.76% Large Growth category average)
  • Wells Fargo Advantage Growth I Fund (SGRNX) has good mid-term performance (3-year return 1.13% vs -5.20% Large Growth category average)
  • Wells Fargo Advantage Growth I Fund (SGRNX) has good Long-term performance (5-year return 5.90% vs 0.87% Large Growth category average)
  • Wells Fargo Advantage Growth I Fund (SGRNX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Growth I Fund (SGRNX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage Growth I Fund (SGRNX) has an annual stock turnover rate of 88.00% vs Large Growth average of 109.93%. It is good that Wells Fargo Advantage Growth I management does not trade extensively for its return.
  • Wells Fargo Advantage Growth I Fund (SGRNX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.9, lower than category average of 21.28
  • Wells Fargo Advantage Growth I Fund (SGRNX) has a lower management fee than its Large Growth average: 0.80% vs 1.33%
  • Wells Fargo Advantage Growth I Fund (SGRNX) 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 Growth I Fund (SGRNX) What we are cautious about Wells Fargo Advantage Growth I Fund (SGRNX)

Data for Wells Fargo Advantage Growth I Fund (SGRNX) as of January 31, 2010

See Wells Fargo Advantage Growth I Fund (SGRNX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Growth I Fund (SGRNX) Net Asset

Track net asset change of Wells Fargo Advantage Growth I fund (SGRNX)

DateNet Asset
01/2010$288.21M
11/2009$277.96M
10/2009$267.07M
More historic net asset information on Wells Fargo Advantage Growth I Fund (SGRNX)

  

Wells Fargo Advantage Growth I Fund (SGRNX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Growth I fund (SGRNX)

DateCashStockBondOther
10/20090%99.21%0%0.79%
07/20090.61%99.4%0%0%
04/20090.15%99.85%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Growth I Fund (SGRNX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Growth I Fund (SGRNX)

Discover what Wells Fargo Advantage Growth I Fund (SGRNX) manager is buying

31-Oct-09
Google Inc. [4.77%]
Cognizant Technology Solutions [3.27%]
Apple Inc. [2.98%]
priceline.com Incorporated [2.82%]
Alexion Pharmaceuticals, Inc. [2.72%]
Vistaprint NV [2.57%]
METTLER TOLEDO INTL [2.47%]
Cisco Systems, Inc. [2.33%]
MASTERCARD INC [2.17%]
ABBOTT LABORATORIES [2.09%]

31-Jul-09
Google Inc. [4.2%]
Cognizant Technology Solutions [3.56%]
Apple Inc. [2.75%]
METTLER TOLEDO INTL [2.69%]
Charles Schwab Corporation (The [2.66%]
priceline.com Incorporated [2.56%]
Alexion Pharmaceuticals, Inc. [2.54%]
ABBOTT LABORATORIES [2.36%]
ST. JUDE MEDICAL [2.34%]
WAL MART STORES [2.21%]

30-Apr-09
Google Inc. [4.34%]
Cognizant Technology Solutions [4.23%]
St. Jude Medical, Inc. [3.58%]
The Charles Schwab Corporation [3.07%]
Mettler-Toledo International, I [2.83%]
Concur Technologies, Inc. [2.59%]
Abbott Laboratories [2.43%]
Apple Inc. [2.31%]
priceline.com Incorporated [2.27%]
VistaPrint Limited [2.1%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Growth I Fund (SGRNX)

  

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Latest News on Wells Fargo Advantage Growth I (SGRNX)

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