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Mutual Fund Insights: Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
In-depth Analysis of Wells Fargo Advantage Sm Cap Discp A (WFSMX)
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Last Trade: $11.96 on 11/20/2009, Change: -0.06 (-0.5%)
Fund Manager - Bryant VanCronkhite
Fund Manager Tenure: 0.8 years [Similar Funds: WFSDX WFSSX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Bryant VanCronkhite is responsible for managing the Strategic Small Cap Value Fund. Bryant VanCronkhite has managed since 2009, when Bryant VanCronkhite became a co-Portfolio Manager with the Disciplined Value Equity Team at Wells Capital Management. Prior to his current role, Bryant VanCronkhite was a senior research analyst on the Disciplined Value Equity Team from 2004 to 2009. Prior to joining Wells Capital Management, Bryant VanCronkhite was a mutual fund accountant for Strong Capital Management. Bryant VanCronkhite holds the Chartered Financial Analyst designation.
Category Average: 11.45% , -8.46% , 0.52% | Category Average: 1.40% | Category Average: 92.45% |
What we like about Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
Data for Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) as of October 31, 2009
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) has an annual stock turnover rate of 77.00% vs Small Blend average of 92.45%. It is good that Wells Fargo Advantage Sm Cap Discp A management does not trade extensively for its return.
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.17, lower than category average of 24.84
What we are cautious about Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
Data for Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) as of October 31, 2009
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) management has been with Wells Fargo Advantage Sm Cap Discp A Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
- Wells Fargo Advantage Sm Cap Discp A Fund is a focused fund with 30.28% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) has a less-than-ideal short-term performance (1-year return 4.00% vs 11.45% Small Blend category average)
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) has a less-than-ideal mid-term performance (3-year return -10.23% vs -8.46% Small Blend category average)
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) has a less-than-ideal Long-term performance (5-year return -1.15% vs 0.52% Small Blend category average)
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) has a Morningstar rating of 3 and below
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) does not have a good risk adjusted return as its 3-year Alpha of -1.94 is worse than category average of 1.01, and its 3-year Sharpe ratio is -0.45
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) has a higher management fee of 1.46% than its Small Blend average of 1.40%
- Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) carries a front-end load of 5.75% and % backend load
Interested in other top mutual funds in similar Small Blend category?
Below are some additional Small Blend mutual funds generated out of our database
- Gabelli Small Cap Growth AAA (GABSX) [ Compare GABSX with WFSMX ]
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Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Net Asset
Track net asset change of Wells Fargo Advantage Sm Cap Discp A fund (WFSMX)
| Date | Net Asset |
| 10/2009 | $290.00K |
| 09/2009 | $330.00K |
| 08/2009 | $340.00K |
Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) Portfolio Allocation
Track portfolio allocation change of Wells Fargo Advantage Sm Cap Discp A fund (WFSMX)
| Date | Cash | Stock | Bond | Other |
| 07/2009 | 5.74% | 94.26% | 0% | 0% |
| 04/2009 | 3.71% | 96.29% | 0% | 0% |
| 01/2009 | 7.23% | 92.77% | 0% | 0% |
Most Recent Top 10 Holdings in Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX)
Discover what Wells Fargo Advantage Sm Cap Discp A Fund (WFSMX) manager is buying
Molex Incorporated [3.39%] CRA International,Inc. [3.14%] INTERMEC INC [3.07%] Electronic Arts Inc. [3.04%] COCA COLA ENTRPR INC [2.84%] MONSTER WORLDWIDE [2.83%] CLEAN HARBORS INC [2.83%] MILLIPORE CP [2.8%] KENNAMETAL INC [2.74%] | MONSTER WORLDWIDE [3.88%] MILLIPORE CP [3.56%] Molex Incorporated [3.22%] CRA International,Inc. [3.09%] Electronic Arts Inc. [2.98%] INTERMEC INC [2.81%] [2.81%] COCA COLA ENTRPR INC [2.67%] Asset Acceptance Capital Corp. [2.57%] | Herley Industries, Inc. [3.73%] ATMI Inc. [3.57%] MILLIPORE CP [3.53%] Winn-Dixie Stores, Inc. [3.43%] CLEAN HARBORS INC [3.19%] INTERMEC INC [3.07%] CRA International,Inc. [2.95%] REPUBLIC SVCS INC [2.81%] AQUA AMERICA INC [2.77%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
