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Mutual Fund Insights: Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

In-depth Analysis of Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

Mutual fund chart: Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

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See Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) performance details as of January 31, 2010

  

    Last Trade: $14.01 on 3/11/2010, Change: +0.03 (0.21%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) (alpha release)

  

Fund ManagerFund Manager - Bryant VanCronkhite

Fund Manager Tenure: 1.1 years   [Similar Funds: WFSDX  WFSMX ]
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 Sm Cap Discp I Fund (WFSSX) What we like about Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

Data for Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) as of January 31, 2010

  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) has an annual stock turnover rate of 64.00% vs Small Blend average of 96.31%. It is good that Wells Fargo Advantage Sm Cap Discp I management does not trade extensively for its return.
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.78, lower than category average of 25.24
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) has a lower management fee than its Small Blend average: 1.01% vs 1.53%
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) 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 Sm Cap Discp I Fund (WFSSX) What we are cautious about Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

Data for Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) as of January 31, 2010

  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) management has been with Wells Fargo Advantage Sm Cap Discp I Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) has a less-than-ideal short-term performance (1-year return 34.37% vs 41.29% Small Blend category average)
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) has a less-than-ideal mid-term performance (3-year return -8.51% vs -7.80% Small Blend category average)
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) has a less-than-ideal Long-term performance (5-year return -1.59% vs 0.36% Small Blend category average)
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) does not have a good risk adjusted return as its 3-year Alpha of 0.19 is worse than category average of 1.82, and its 3-year Sharpe ratio is -0.33
See Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) Net Asset

Track net asset change of Wells Fargo Advantage Sm Cap Discp I fund (WFSSX)

DateNet Asset
01/2010$65.74M
11/2009$66.17M
10/2009$64.91M
More historic net asset information on Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

  

Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Sm Cap Discp I fund (WFSSX)

DateCashStockBondOther
10/20092.93%97.07%0%0%
07/20095.74%94.26%0%0%
04/20093.71%96.29%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

Discover what Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX) manager is buying

31-Oct-09
EXTERRAN HOLDINGS [3.25%]
CLEAN HARBORS INC [3.19%]
ATMI Inc. [3.13%]
WATERS CP [3.09%]
CRA International,Inc. [3.01%]
Wells Fargo Advantage Money Market Trust [2.93%]
INTERMEC INC [2.89%]
Molex Incorporated [2.76%]
REPUBLIC SVCS INC [2.67%]
Asset Acceptance Capital Corp. [2.27%]

31-Jul-09
ATMI Inc. [3.6%]
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%]

30-Apr-09
ATMI Inc. [3.93%]
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%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Sm Cap Discp I Fund (WFSSX)

  

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