Mutual Fund Insights: Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

In-depth Analysis of Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

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See Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) performance details as of January 31, 2010

  

Last Trade: $18.99 on 3/19/2010, Change: -0.16 (-0.84%)

Experiment our closing price forecasting tool for Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) (alpha release)

  

Fund Manager - Bryant VanCronkhite

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

VanCronkhite is responsible for managing the Strategic Small Cap Value Fund. He has managed since 2009, when he became a co-Portfolio Manager with the Disciplined Value Equity Team at Wells Capital Management. Prior to his current role, he was a senior research analyst on the Disciplined Value Equity Team from 2004 to 2009. Prior to joining Wells Capital Management, VanCronkhite was a mutual fund accountant for Strong Capital Management. VanCronkhite holds the Chartered Financial Analyst designation.  Get more insights on Bryant VanCronkhite

  

 What we like about Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

Data for Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) as of January 31, 2010

• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) has good mid-term performance (3-year return -5.20% vs -6.52% Mid-Cap Blend category average)
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) has good Long-term performance (5-year return 2.25% vs 1.32% Mid-Cap Blend category average)
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) has a Morningstar rating of 4 and above
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.14, lower than category average of 24.11
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) has a lower management fee than its Mid-Cap Blend average: 1.32% vs 1.38%
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) 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 Mid Cap Dis Inv Fund (SMCDX)

Data for Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) as of January 31, 2010

• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) management has been with Wells Fargo Advantage Mid Cap Dis Inv Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) has a less-than-ideal short-term performance (1-year return 39.25% vs 42.02% Mid-Cap Blend category average)
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) ratio of up-years vs down years can be improved
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) has an annual stock turnover rate of 106.00% that is higher than the Mid-Cap Blend average of 91.38%. This could mean Wells Fargo Advantage Mid Cap Dis Inv is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) does not have a good risk adjusted return as its 3-year Alpha of 1.8 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.26

See Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) Net Asset

Track net asset change of Wells Fargo Advantage Mid Cap Dis Inv fund (SMCDX)

Date	Net Asset
01/2010	$380.72M
11/2009	$372.69M
10/2009	$362.41M

More historic net asset information on Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

  

Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Mid Cap Dis Inv fund (SMCDX)

Date	Cash	Stock	Bond	Other
10/2009	3.35%	96.65%	0%	0%
07/2009	4.32%	95.68%	0%	0%
04/2009	7.62%	92.38%	0%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

Discover what Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX) manager is buying

31-Oct-09 Wells Fargo Advantage Money Market Trust [3.35%] EXTERRAN HOLDINGS [3.23%] ALLIANCEBERNSTEIN [2.58%] Molex Incorporated [2.57%] WALGREEN CO [2.54%] CONAGRA FOOD INC [2.5%] HOSPIRA INC [2.34%] TOTAL SYSTEM SVC INC [2.31%] IAC/InterActiveCorp [2.26%] FEDEX CORP [2.18%]

31-Jul-09 WASTE MGMT INC [3.93%] WALGREEN CO [3.57%] ROCKWELL AUTOMAT INC [3.32%] AUTOMATIC DATA PROCS [2.89%] CA Inc [2.73%] EXTERRAN HOLDINGS [2.7%] CAPITALSOURCE INC [2.63%] WATERS CP [2.57%] Molex Incorporated [2.46%] Electronic Arts Inc. [2.43%]

30-Apr-09 Waste Management, Inc. (DE) [4.09%] Walgreen Co. [3.96%] 3M Co [3.04%] Automatic Data Processing, Inc. [2.99%] Noble Energy, Inc. [2.9%] Rockwell Automation, Inc. [2.84%] U.S. Bancorp (DE) [2.62%] Electronic Arts Inc. [2.52%] Molex Incorporated [2.48%] Waters Corp. [2.48%]

Click here for Stock Holding Change Map in Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

  

Related books and products to Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

  

Latest News on Wells Fargo Advantage Mid Cap Dis Inv (SMCDX)

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See more information on Wells Fargo Advantage Mid Cap Dis Inv Fund (SMCDX)

• Wells Fargo Advantage Mid Cap Dis Inv Fund Insights
• Wells Fargo Advantage Mid Cap Dis Inv Fund Performance Data
• Wells Fargo Advantage Mid Cap Dis Inv Fund News
• Wells Fargo Advantage Mid Cap Dis Inv Fund Score Explaination
• Wells Fargo Advantage Mid Cap Dis Inv Fund Manager Information
• Historic Wells Fargo Advantage Mid Cap Dis Inv Fund Asset Allocation Report
• Historic Wells Fargo Advantage Mid Cap Dis Inv Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage Mid Cap Dis Inv Fund Asset Under Management Tracking