Mutual Fund Insights: Wells Fargo Advantage Discovery Inv Fund (STDIX)

In-depth Analysis of Wells Fargo Advantage Discovery Inv Fund (STDIX)

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See Wells Fargo Advantage Discovery Inv Fund (STDIX) performance details as of January 31, 2010

  

Last Trade: $19.40 on 3/17/2010, Change: +0.17 (0.88%)

Experiment our closing price forecasting tool for Wells Fargo Advantage Discovery Inv Fund (STDIX) (alpha release)

  

Fund Manager - Thomas J. Pence

Fund Manager Tenure: 8.7 years
Fundmojo Fund Grade: B (Score: 0.63)     (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 Discovery Inv Fund (STDIX)

Data for Wells Fargo Advantage Discovery Inv Fund (STDIX) as of January 31, 2010

• Wells Fargo Advantage Discovery Inv Fund (STDIX) management has been with Wells Fargo Advantage Discovery Inv Fund for 8.7 years
• Wells Fargo Advantage Discovery Inv Fund (STDIX) has good mid-term performance (3-year return -4.59% vs -5.54% Mid-Cap Growth category average)
• Wells Fargo Advantage Discovery Inv Fund (STDIX) has good Long-term performance (5-year return 2.67% vs 1.43% Mid-Cap Growth category average)
• Wells Fargo Advantage Discovery Inv Fund (STDIX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage Discovery Inv Fund (STDIX) has a lower management fee than its Mid-Cap Growth average: 1.39% vs 1.46%
• Wells Fargo Advantage Discovery Inv Fund (STDIX) 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 Discovery Inv Fund (STDIX)

Data for Wells Fargo Advantage Discovery Inv Fund (STDIX) as of January 31, 2010

• Wells Fargo Advantage Discovery Inv Fund (STDIX) has a less-than-ideal short-term performance (1-year return 38.24% vs 39.73% Mid-Cap Growth category average)
• Wells Fargo Advantage Discovery Inv Fund (STDIX) has a Morningstar rating of 3 and below
• Wells Fargo Advantage Discovery Inv Fund (STDIX) has an annual stock turnover rate of 221.00% that is higher than the Mid-Cap Growth average of 138.22%. This could mean Wells Fargo Advantage Discovery Inv is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage Discovery Inv Fund (STDIX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.28 that is higher than category average of 23.72

See Wells Fargo Advantage Discovery Inv Fund (STDIX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Discovery Inv Fund (STDIX) Net Asset

Track net asset change of Wells Fargo Advantage Discovery Inv fund (STDIX)

Date	Net Asset
01/2010	$191.60M
11/2009	$189.98M
10/2009	$181.02M

More historic net asset information on Wells Fargo Advantage Discovery Inv Fund (STDIX)

  

Wells Fargo Advantage Discovery Inv Fund (STDIX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Discovery Inv fund (STDIX)

Date	Cash	Stock	Bond	Other
10/2009	2.36%	97.65%	0%	0%
07/2009	2.5%	97.5%	0%	0%
04/2009	5.9%	94.1%	0%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage Discovery Inv Fund (STDIX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Discovery Inv Fund (STDIX)

Discover what Wells Fargo Advantage Discovery Inv Fund (STDIX) manager is buying

31-Oct-09 SBA Communications Corporation [3.1%] CONCHO RESOURCES INC [2.6%] Equinix, Inc. [2.6%] Wells Fargo Advantage Money Market Trust [2.36%] Veeco Instruments Inc. [2.26%] SOLERA HOLDINGS INC [2.15%] MEDNAX, INC [2.11%] F5 Networks, Inc. [2.01%] Joy Global Inc. [1.87%] ATWOOD OCEANICS INC [1.73%]

31-Jul-09 SBA Communications Corporation [3.41%] Equinix, Inc. [2.52%] CONCHO RESOURCES INC [2.12%] CON-WAY INC [2.11%] NATL SEMICONDUCTOR [2.06%] MICRON TECHNOLOGY [1.89%] A K STEEL HLDG CORP [1.89%] SOLERA HOLDINGS INC [1.89%] Brocade Communications Systems, [1.86%] Steel Dynamics, Inc. [1.85%]

30-Apr-09 SBA Communications Corporation [3.75%] Equinix, Inc. [2.9%] Petrohawk Energy Corp [2.65%] Activision Blizzard, Inc [1.96%] Hibbett Sports, Inc. [1.9%] Airgas Inc. [1.87%] SOLERA HOLDINGS INC [1.84%] Laboratory Corp. of America Hol [1.61%] Life Technologies Corporation [1.58%] AECOM TECHNOLOGY COR [1.58%]

Click here for Stock Holding Change Map in Wells Fargo Advantage Discovery Inv Fund (STDIX)

  

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See more information on Wells Fargo Advantage Discovery Inv Fund (STDIX)

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