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Mutual Fund Insights: Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

In-depth Analysis of Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

Mutual fund chart: Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

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See Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) performance details as of January 31, 2010

  

    Last Trade: $18.78 on 3/19/2010, Change: -0.16 (-0.84%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) (alpha release)

  

Fund ManagerFund Manager - Bryant VanCronkhite

Fund Manager Tenure: 1.2 years   [Similar Funds: WFPCX ]
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 Discp A Fund (WFPAX) What we like about Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

Data for Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) as of January 31, 2010

  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) 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 Discp A Fund (WFPAX) has good mid-term performance (3-year return -5.15% vs -6.52% Mid-Cap Blend category average)
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) has good Long-term performance (5-year return 2.29% vs 1.32% Mid-Cap Blend category average)
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.16, lower than category average of 24.11
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) has a lower management fee than its Mid-Cap Blend average: 1.26% vs 1.38%

  

What we are cautious about Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) What we are cautious about Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

Data for Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) as of January 31, 2010

  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) management has been with Wells Fargo Advantage Mid Cap Discp A 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 Discp A Fund (WFPAX) has a less-than-ideal short-term performance (1-year return 39.38% vs 42.02% Mid-Cap Blend category average)
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) 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 Discp A is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) does not have a good risk adjusted return as its 3-year Alpha of 1.86 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.26
  • Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) carries a 5.75% load
See Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) Net Asset

Track net asset change of Wells Fargo Advantage Mid Cap Discp A fund (WFPAX)

DateNet Asset
01/2010$8.72M
11/2009$8.27M
10/2009$7.73M
More historic net asset information on Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

  

Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Mid Cap Discp A fund (WFPAX)

DateCashStockBondOther
10/20093.35%96.65%0%0%
07/20094.32%95.68%0%0%
04/20097.62%92.38%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

Discover what Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX) 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 MGMT INC [4.09%]
WALGREEN CO [3.96%]
3M COMPANY [3.04%]
Automatic Data Processing, Inc. [2.99%]
NOBLE ENERGY INC [2.9%]
ROCKWELL AUTOMAT INC [2.84%]
US BANCORP [2.62%]
Electronic Arts Inc. [2.52%]
Molex Incorporated [2.48%]
WATERS CP [2.48%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Mid Cap Discp A Fund (WFPAX)

  

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