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Mutual Fund Insights: Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

In-depth Analysis of Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Mutual fund chart: Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

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See Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) performance details as of January 31, 2010

  

    Last Trade: $1.77 on 3/19/2010, Change: -0.01 (-0.56%)

  

Fund Manager - Allen J. Ayvazian

Fund Manager Tenure: 5.2 years   [Similar Funds: SIFBX  SIFEX ]
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Ayvazian joined Wells Fargo in 1989 as a senior portfolio manager. Prior to joining Wells Fargo, he was the managing director for SAS Advisors from 1987 to 1989. He also served as a manager for institutional portfolios in previous positions with Citicorp and Bank of America.  Get more insights on Allen J. Ayvazian

  

What we like about Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) What we like about Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Data for Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) as of January 31, 2010

  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) management has been with Wells Fargo Advantage Spec Fin Svcs C Fund for 5.2 years
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) has good short-term performance (1-year return 52.53% vs 49.15% Financial category average)
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) has an annual stock turnover rate of 7.00% vs Financial average of 202.44%. It is good that Wells Fargo Advantage Spec Fin Svcs C management does not trade extensively for its return.

  

What we are cautious about Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) What we are cautious about Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Data for Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) as of January 31, 2010

  • Wells Fargo Advantage Spec Fin Svcs C Fund is a focused fund with 54.58% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) has a less-than-ideal mid-term performance (3-year return -23.20% vs -16.13% Financial category average)
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) has a less-than-ideal Long-term performance (5-year return -10.49% vs -5.96% Financial category average)
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) is less safe compared to its Financial peers
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) does not have a good risk adjusted return as its 3-year Alpha of -12.14 is worse than category average of -6.43, and its 3-year Sharpe ratio is -0.72
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) is more volatile than its peers as it has a 3-year Standard Deviation of 31.92 that is higher than category average of 28.7
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) has a higher management fee of 2.10% than its Financial average of 1.76%
  • Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) carries a 1% load
See Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Net Asset

Track net asset change of Wells Fargo Advantage Spec Fin Svcs C fund (SIFCX)

DateNet Asset
01/2010$890.00K
11/2009$820.00K
10/2009$790.00K
More historic net asset information on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

  

Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Spec Fin Svcs C fund (SIFCX)

DateCashStockBondOther
10/20090.06%99.19%0%0.75%
07/20090.66%99.34%0%0%
04/20090.96%99.04%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

Discover what Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX) manager is buying

31-Oct-09
JP MORGAN CHASE CO [13.28%]
GOLDMAN SACHS GRP [7.06%]
BK OF AMERICA CP [6.1%]
US BANCORP [5.55%]
THE TRAVELERS CO [4.32%]
P N C FIN SVCS GR [4.18%]
AMER EXPRESS INC [4.15%]
MORGAN STANLEY [3.47%]
PRUDENTIAL FINCL INC [3.24%]
BANK OF NY MELLON CP [3.23%]

31-Jul-09
JP MORGAN CHASE CO [12.76%]
GOLDMAN SACHS GRP [7.73%]
BK OF AMERICA CP [6.43%]
US BANCORP [5.07%]
THE TRAVELERS CO [4.73%]
AMER EXPRESS INC [3.74%]
BANK OF NY MELLON CP [3.7%]
Northern Trust Corporation [3.4%]
PRUDENTIAL FINCL INC [3.3%]
P N C FIN SVCS GR [3.25%]

30-Apr-09
JPMorgan Chase & Co. [12.72%]
Goldman Sachs Group, Inc. [7.1%]
Travelers Companies Inc (The) [6.2%]
U.S. Bancorp (DE) [5.28%]
Bank of America Corp. [4.53%]
PNC Financial Services Group (T [4.11%]
BANK OF NY MELLON CP [4.03%]
American Express Co. [3.89%]
Northern Trust Corporation [3.61%]
Prudential Financial, Inc. [3.6%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Spec Fin Svcs C Fund (SIFCX)

  

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Latest News on Wells Fargo Advantage Spec Fin Svcs C (SIFCX)

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