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Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund

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

 

Graph of Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) ManagerFund Manager - Samir Sikka

Fund Manager Information

Fund Manager Tenure: 8.6 years
Similar Funds: WFSDX  WFSMX 
Fund Family: Wells Fargo Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) ProfileWells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) Profile

Fund Profile and Description

Wells Fargo Advantage Intrns SmCpVal I Fund seeks long-term capital appreciation. Wells Fargo Advantage Intrns SmCpVal I Fund normally invests at least 80% of net assets (plus the amount of any borrowings for investment purposes, if any) in equity securities of small-capitalization companies which are defined as companies within the range of the Russell 2500 Index. It may use futures, options, or swap agreements, as well as other derivatives, to manage risk or enhance return.

 

Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund Strength What we like about Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund

Data for Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) as of May 30, 2016

  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) management has been with Wells Fargo Advantage Intrns SmCpVal I Fund for 8.6 years
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) has good short-term performance (1-year return -5.15% vs -5.18% Small Blend category median performance)
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) has good mid-term performance (3-year return 6.99% vs 6.96% Small Blend category median performance)
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) has good Long-term performance (5-year return 8.51% vs 7.84% Small Blend category median performance)
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) has a lower expense ratio than its Small Blend average: 1.00% vs 1.22%
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) Weakness What we are cautious about Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund

Data for Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) as of May 30, 2016

  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) is less safe compared to its Small Blend peers
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) has an annual stock turnover rate of 66.00% that is higher than the Small Blend average of 52.13%. This could mean Wells Fargo Advantage Intrns SmCpVal I is more nimble, but also signal potential high tax impact and high trading fees
  • Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.32 that is higher than category average of 14.58
See Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Intrns SmCpVal I4.69-5.156.998.51
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) Net Asset TrackingWells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Intrns SmCpVal I fund (WFSSX)

DateNet Asset
05/2016$104.78M
03/2016$126.22M
02/2016$115.04M
More historic net asset information on Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX)

  

Graph of Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) Portfolio TrackingWells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Intrns SmCpVal I fund (WFSSX)

DateCashStockBondOther
04/20165.59%94.41%0%0%
02/20167.15%92.85%0%0%
01/20165.87%94.13%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX)

 

graph of Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund

Discover what Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX) manager is buying

Apr 29, 2016
KAR Auction Services, Inc Commo [2.9%]
WEX Inc. common stock [2.67%]
Zions Bancorporation [2.36%]
Webster Financial Corporation C [2.26%]
Party City Holdco Inc. Common S [2.06%]
Evertec, Inc. Common Stock [2.03%]
Pier 1 Imports, Inc. Common Sto [2%]
Parkway Properties, Inc. Common [1.96%]
Kirby Corporation Common Stock [1.92%]

Feb 28, 2016
KAR Auction Services, Inc Commo [3%]
AMN Healthcare Services Inc AMN [2.41%]
Zions Bancorporation [2.22%]
WEX Inc. common stock [2.07%]
Treehouse Foods, Inc. Common St [1.93%]
Evertec, Inc. Common Stock [1.9%]
Armstrong World Industries Inc [1.9%]
Ascena Retail Group, Inc. [1.88%]
Essendant Inc. [1.88%]
Webster Financial Corporation C [1.85%]

Jan 30, 2016
KAR Auction Services, Inc Commo [2.76%]
Treehouse Foods, Inc. Common St [2.25%]
Zions Bancorporation [2.17%]
Westar Energy, Inc. Common Stoc [2.11%]
AMN Healthcare Services Inc AMN [2.05%]
Evertec, Inc. Common Stock [2.01%]
Essendant Inc. [1.94%]
Endurance Specialty Holdings Lt [1.87%]
Parkway Properties, Inc. Common [1.85%]
Sterling Bancorp [1.79%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX)

  

Latest News on Wells Fargo Advantage Intrns SmCpVal I (WFSSX) Fund

See what is happening with Wells Fargo Advantage Intrns SmCpVal I Fund (WFSSX)

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