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Wells Fargo Advantage Discovery A (WFDAX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Discovery A (WFDAX) Fund

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

 

Graph of Wells Fargo Advantage Discovery A Fund (WFDAX) ManagerFund Manager - Christopher J. Warner

Fund Manager Information

Fund Manager Tenure: 7.5 years
Similar Funds: WFDDX  WFDSX 
Fund Family: Wells Fargo Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Discovery A Fund (WFDAX) ProfileWells Fargo Advantage Discovery A Fund (WFDAX) Profile

Fund Profile and Description

Wells Fargo Advantage Discovery A Fund seeks long-term capital appreciation. Wells Fargo Advantage Discovery A Fund primarily invests in equity securities of small- and medium-capitalization companies that the fund advisor believes offer favorable opportunies for growth. Small- and medium capitalization companies are companies with market capitalizations at the time of purchase equal to or lower than the company with the largest market capitalization in the Russell Midcap® Index, which was $12.2 billion as of May 30, 2009, and is expected to change frequently. It may also invest in equity securities of foreign issuers through ADRs and similar investments.

 

Wells Fargo Advantage Discovery A (WFDAX) Fund Strength What we like about Wells Fargo Advantage Discovery A (WFDAX) Fund

Data for Wells Fargo Advantage Discovery A Fund (WFDAX) as of May 30, 2016

  • Wells Fargo Advantage Discovery A Fund (WFDAX) management has been with Wells Fargo Advantage Discovery A Fund for 7.5 years
  • Wells Fargo Advantage Discovery A Fund (WFDAX) has good Long-term performance (5-year return 8.16% vs 7.70% Mid-Cap Growth category median performance)
  • Wells Fargo Advantage Discovery A Fund (WFDAX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Discovery A Fund (WFDAX) has a lower expense ratio than its Mid-Cap Growth average: 1.21% vs 1.28%

Wells Fargo Advantage Discovery A Fund (WFDAX) Weakness What we are cautious about Wells Fargo Advantage Discovery A (WFDAX) Fund

Data for Wells Fargo Advantage Discovery A Fund (WFDAX) as of May 30, 2016

  • Wells Fargo Advantage Discovery A Fund (WFDAX) has a less-than-ideal short-term performance (1-year return -9.18% vs -5.73% Mid-Cap Growth category median performance)
  • Wells Fargo Advantage Discovery A Fund (WFDAX) has a less-than-ideal mid-term performance (3-year return 6.31% vs 8.38% Mid-Cap Growth category median performance)
  • Wells Fargo Advantage Discovery A Fund (WFDAX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Discovery A Fund (WFDAX) is less safe compared to its Mid-Cap Growth peers
  • Wells Fargo Advantage Discovery A Fund (WFDAX) has an annual stock turnover rate of 87.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Wells Fargo Advantage Discovery A is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Discovery A Fund (WFDAX) does not have a good risk adjusted return as its 3-year Alpha of -4.22 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.49
  • Wells Fargo Advantage Discovery A Fund (WFDAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.53 that is higher than category average of 13.49
  • Wells Fargo Advantage Discovery A Fund (WFDAX) carries a 5.75% load
See Wells Fargo Advantage Discovery A Fund (WFDAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Discovery A Fund (WFDAX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Discovery A0.25-9.186.318.16
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Wells Fargo Advantage Discovery A Fund (WFDAX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Wells Fargo Advantage Discovery A Fund (WFDAX) Net Asset TrackingWells Fargo Advantage Discovery A (WFDAX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Discovery A fund (WFDAX)

DateNet Asset
05/2016$2.81B
03/2016$2.86B
02/2016$2.69B
More historic net asset information on Wells Fargo Advantage Discovery A Fund (WFDAX)

  

Graph of Wells Fargo Advantage Discovery A Fund (WFDAX) Portfolio TrackingWells Fargo Advantage Discovery A (WFDAX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Discovery A fund (WFDAX)

DateCashStockBondOther
04/20161.25%98.75%0%0%
02/20162.06%97.94%0%0%
01/20161.83%98.17%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Discovery A Fund (WFDAX)

 

graph of Wells Fargo Advantage Discovery A Fund (WFDAX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Discovery A (WFDAX) Fund

Discover what Wells Fargo Advantage Discovery A Fund (WFDAX) manager is buying

Apr 29, 2016
CoStar Group, Inc. [2.41%]
ServiceMaster Global Holdings, [2.39%]
Zayo Group Holdings, Inc. Commo [2.35%]
Allegion plc Ordinary Shares [2.15%]
Paycom Software, Inc. Common St [2.07%]
Aramark Common Stock [1.98%]
KAR Auction Services, Inc Commo [1.96%]
WEX Inc. common stock [1.93%]
Tyler Technologies, Inc. Common [1.92%]
Bright Horizons Family Solution [1.9%]

Feb 28, 2016
ServiceMaster Global Holdings, [3.54%]
Zayo Group Holdings, Inc. Commo [2.66%]
CoStar Group, Inc. [2.35%]
Vail Resorts, Inc. Common Stock [2.29%]
Aramark Common Stock [2.03%]
KAR Auction Services, Inc Commo [2.01%]
Bright Horizons Family Solution [2%]
Allegion plc Ordinary Shares [1.98%]
Align Technology, Inc. [1.93%]
Vantiv, Inc. Class A Common Sto [1.89%]

Jan 30, 2016
ServiceMaster Global Holdings, [3.95%]
Zayo Group Holdings, Inc. Commo [2.77%]
CoStar Group, Inc. [2.3%]
Vail Resorts, Inc. Common Stock [2.22%]
Bright Horizons Family Solution [2.19%]
Euronet Worldwide, Inc. [2.09%]
Tyler Technologies, Inc. Common [2.09%]
Aramark Common Stock [2.03%]
Align Technology, Inc. [1.99%]
Tableau Software, Inc. Class A [1.91%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Discovery A Fund (WFDAX)

  

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