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Wells Fargo Advantage Emerging Gr A (WEMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Emerging Gr A (WEMAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Wells Fargo Advantage Emerging Gr A Fund (WEMAX) ManagerFund Manager - Thomas C. Ognar

Fund Manager Information

Fund Manager Tenure: 13.4 years
Similar Funds: WEMCX  WEMIX 
Fund Family: Wells Fargo Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Emerging Gr A Fund (WEMAX) ProfileWells Fargo Advantage Emerging Gr A Fund (WEMAX) Profile

Fund Profile and Description

Wells Fargo Advantage Emerging Gr A Fund seeks long-term capital appreciation. Wells Fargo Advantage Emerging Gr A Fund is a gateway fund that invests substantially all assets in the Emerging Growth Portfolio, a master portfolio with a substantially identical investment objective and similar strategies. It can invest in additional master portfolios, in other WELLS FARGO ADVANTAGE FUNDS, or directly in a portfolio of securities. Wells Fargo Advantage Emerging Gr A Fund invests at least 80% of total assets in equity securities of small-capitalization companies that are believed to have prospects for robust and sustainable growth of revenues and earnings. Small-capitalization companies are companies with market capitalizations of $3 billion or less.

 

Wells Fargo Advantage Emerging Gr A (WEMAX) Fund Strength What we like about Wells Fargo Advantage Emerging Gr A (WEMAX) Fund

Data for Wells Fargo Advantage Emerging Gr A Fund (WEMAX) as of May 30, 2016

  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) management has been with Wells Fargo Advantage Emerging Gr A Fund for 13.4 years
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) ratio of up-years vs down years is greater than 2
  • Asset base in Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has an annual stock turnover rate of 56.00% vs Small Growth average of 63.11%. It is good that Wells Fargo Advantage Emerging Gr A management does not trade extensively for its return.

Wells Fargo Advantage Emerging Gr A Fund (WEMAX) Weakness What we are cautious about Wells Fargo Advantage Emerging Gr A (WEMAX) Fund

Data for Wells Fargo Advantage Emerging Gr A Fund (WEMAX) as of May 30, 2016

  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has a less-than-ideal short-term performance (1-year return -14.94% vs -7.74% Small Growth category median performance)
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has a less-than-ideal mid-term performance (3-year return 5.30% vs 6.86% Small Growth category median performance)
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has a less-than-ideal Long-term performance (5-year return 5.83% vs 7.01% Small Growth category median performance)
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) is less safe compared to its Small Growth peers
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) does not have a good risk adjusted return as its 3-year Alpha of -5.58 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.36
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.34 that is higher than category average of 15.82
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) has a higher expense ratio of 1.37% than its Small Growth average of 1.31%
  • Wells Fargo Advantage Emerging Gr A Fund (WEMAX) carries a 5.75% load
See Wells Fargo Advantage Emerging Gr A Fund (WEMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Emerging Gr A Fund (WEMAX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Emerging Gr A-4.13-14.945.305.83
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Wells Fargo Advantage Emerging Gr A Fund (WEMAX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Wells Fargo Advantage Emerging Gr A Fund (WEMAX) Net Asset TrackingWells Fargo Advantage Emerging Gr A (WEMAX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Emerging Gr A fund (WEMAX)

DateNet Asset
05/2016$815.05M
03/2016$780.16M
02/2016$743.47M
More historic net asset information on Wells Fargo Advantage Emerging Gr A Fund (WEMAX)

  

Graph of Wells Fargo Advantage Emerging Gr A Fund (WEMAX) Portfolio TrackingWells Fargo Advantage Emerging Gr A (WEMAX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Emerging Gr A fund (WEMAX)

DateCashStockBondOther
04/20162%98%0%0%
02/20161.5%98.5%0%0%
01/20162.28%97.72%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Emerging Gr A Fund (WEMAX)

 

graph of Wells Fargo Advantage Emerging Gr A Fund (WEMAX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Emerging Gr A (WEMAX) Fund

Discover what Wells Fargo Advantage Emerging Gr A Fund (WEMAX) manager is buying

Apr 29, 2016
Acadia Healthcare Company, Inc. [3.74%]
Proofpoint, Inc. [3.72%]
MarketAxess Holdings, Inc. [3.35%]
SPS Commerce, Inc. [2.57%]
InterXion Holding N.V. Ordinary [2.43%]
WageWorks, Inc. Common Stock [2.23%]
Q2 Holdings, Inc. Common Stock [2.15%]
Envestnet, Inc Common Stock [2.15%]
On Assignment, Inc. Common Stoc [2.08%]
Ligand Pharmaceuticals Incorpor [2.06%]

Feb 28, 2016
MarketAxess Holdings, Inc. [3.99%]
Acadia Healthcare Company, Inc. [3.67%]
Proofpoint, Inc. [3.37%]
InterXion Holding N.V. Ordinary [2.37%]
SPS Commerce, Inc. [2.35%]
Cynosure, Inc. [2.27%]
WageWorks, Inc. Common Stock [2.09%]
Envestnet, Inc Common Stock [1.95%]
ExamWorks Group, Inc. Common St [1.94%]
Q2 Holdings, Inc. Common Stock [1.94%]

Jan 30, 2016
MarketAxess Holdings, Inc. [4.43%]
Acadia Healthcare Company, Inc. [3.65%]
SPS Commerce, Inc. [3.35%]
Proofpoint, Inc. [3.27%]
WageWorks, Inc. Common Stock [2.21%]
InterXion Holding N.V. Ordinary [2.15%]
Envestnet, Inc Common Stock [2.01%]
On Assignment, Inc. Common Stoc [1.93%]
DEMANDWARE, INC. Common Stock [1.82%]
Cynosure, Inc. [1.82%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Emerging Gr A Fund (WEMAX)

  

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