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Fund Intelligence | Best Managers | WFDDX Insights | WFDDX Score | WFDDX Performance | WFDDX Manager | WFDDX News | WFDDX Allocation | WFDDX Holdings Change

Mutual Fund Insights: Wells Fargo Advantage Discovery Adm Fund (WFDDX)

In-depth Analysis of Wells Fargo Advantage Discovery Adm Fund (WFDDX)

Mutual fund chart: Wells Fargo Advantage Discovery Adm Fund (WFDDX)

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

  

    Last Trade: $19.57 on 3/18/2010, Change: -0.11 (-0.56%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Discovery Adm Fund (WFDDX) (alpha release)

  

Fund Manager - Thomas J. Pence

Fund Manager Tenure: 8.7 years   [Similar Funds: WFDAX  WFDSX ]
Fundmojo Fund Grade: B (Score: 0.6)     (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 Adm Fund (WFDDX) What we like about Wells Fargo Advantage Discovery Adm Fund (WFDDX)

Data for Wells Fargo Advantage Discovery Adm Fund (WFDDX) as of January 31, 2010

  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) management has been with Wells Fargo Advantage Discovery Adm Fund for 8.7 years
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) has good mid-term performance (3-year return -4.38% vs -5.54% Mid-Cap Growth category average)
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) has good Long-term performance (5-year return 2.92% vs 1.43% Mid-Cap Growth category average)
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) has a lower management fee than its Mid-Cap Growth average: 1.16% vs 1.46%
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) 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 Adm Fund (WFDDX) What we are cautious about Wells Fargo Advantage Discovery Adm Fund (WFDDX)

Data for Wells Fargo Advantage Discovery Adm Fund (WFDDX) as of January 31, 2010

  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) has a less-than-ideal short-term performance (1-year return 38.54% vs 39.73% Mid-Cap Growth category average)
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) 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 Adm is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Discovery Adm Fund (WFDDX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.3 that is higher than category average of 23.72
See Wells Fargo Advantage Discovery Adm Fund (WFDDX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Discovery Adm Fund (WFDDX) Net Asset

Track net asset change of Wells Fargo Advantage Discovery Adm fund (WFDDX)

DateNet Asset
01/2010$108.48M
11/2009$108.00M
10/2009$103.55M
More historic net asset information on Wells Fargo Advantage Discovery Adm Fund (WFDDX)

  

Wells Fargo Advantage Discovery Adm Fund (WFDDX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Discovery Adm fund (WFDDX)

DateCashStockBondOther
10/20092.36%97.65%0%0%
07/20092.5%97.5%0%0%
04/20095.9%94.1%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Discovery Adm Fund (WFDDX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Discovery Adm Fund (WFDDX)

Discover what Wells Fargo Advantage Discovery Adm Fund (WFDDX) 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 CP [2.65%]
Activision Blizzard, Inc [1.96%]
Hibbett Sports, Inc. [1.9%]
AIRGAS INC [1.87%]
SOLERA HOLDINGS INC [1.84%]
LABORATORY CORP NEW [1.61%]
Life Technologies Corporation [1.58%]
AECOM TECHNOLOGY COR [1.58%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Discovery Adm Fund (WFDDX)

  

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