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Mutual Fund Insights: Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

In-depth Analysis of Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

Mutual fund chart: Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

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See Wells Fargo Advantage Specialized Tech A Fund (WFSTX) performance details as of February 28, 2010

  

    Last Trade: $6.57 on 3/19/2010, Change: -0.07 (-1.05%)

  

Fund Manager - Walter C. Price, Jr.

Fund Manager Tenure: 9.5 years
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Price joined Dresdner RCM Global Investors in 1974 as a senior securities analyst and became a principal in 1978. Walter C. Price, Jr. currently serves as a managing director and has analytical responsibility for much of the technology area. Price began his investment career in 1971 as an analyst with Colonial Management. Later, Walter C. Price, Jr. became a senior analyst responsible for the chemical industry and the technology area. Price holds the Chartered Financial Analyst designation.  Get more insights on Walter C. Price, Jr.

  

What we like about Wells Fargo Advantage Specialized Tech A Fund (WFSTX) What we like about Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

Data for Wells Fargo Advantage Specialized Tech A Fund (WFSTX) as of February 28, 2010

  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) management has been with Wells Fargo Advantage Specialized Tech A Fund for 9.5 years
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) has good mid-term performance (3-year return 2.65% vs -0.73 % Technology category average)
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) has good Long-term performance (5-year return 6.07% vs 3.67 % Technology category average)
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) has an annual stock turnover rate of 144.00% vs Technology average of 183.68%. It is good that Wells Fargo Advantage Specialized Tech A management does not trade extensively for its return.
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.86, lower than category average of 26.21
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) has a lower management fee than its Technology average: 1.75% vs 1.81%

  

What we are cautious about Wells Fargo Advantage Specialized Tech A Fund (WFSTX) What we are cautious about Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

Data for Wells Fargo Advantage Specialized Tech A Fund (WFSTX) as of February 28, 2010

  • Wells Fargo Advantage Specialized Tech A Fund is a focused fund with 53.30% 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 Specialized Tech A Fund (WFSTX) has a less-than-ideal short-term performance (1-year return 65.69% vs 66.43 % Technology category average)
  • Wells Fargo Advantage Specialized Tech A Fund (WFSTX) carries a 5.75% load
See Wells Fargo Advantage Specialized Tech A Fund (WFSTX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Technology category?

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Wells Fargo Advantage Specialized Tech A Fund (WFSTX) Net Asset

Track net asset change of Wells Fargo Advantage Specialized Tech A fund (WFSTX)

DateNet Asset
02/2010$200.13M
01/2010$120.44M
11/2009$121.40M
More historic net asset information on Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

  

Wells Fargo Advantage Specialized Tech A Fund (WFSTX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Specialized Tech A fund (WFSTX)

DateCashStockBondOther
10/20093.99%96.01%0%0%
07/20092.56%97.44%0%0%
04/20091.35%98.65%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

Discover what Wells Fargo Advantage Specialized Tech A Fund (WFSTX) manager is buying

31-Oct-09
Microsoft Corporation [11.7%]
HEWLETT PACKARD CO [7.72%]
Apple Inc. [6.92%]
Google Inc. [5.12%]
Intel Corporation [5.03%]
Wells Fargo Advantage Money Market Trust [3.97%]
E M C CP [3.86%]
Amazon.com, Inc. [3.2%]
Cognizant Technology Solutions [3%]
Dell Inc. [2.78%]

31-Jul-09
Microsoft Corporation [8.36%]
Apple Inc. [6.39%]
HEWLETT PACKARD CO [6.05%]
Intel Corporation [5.24%]
Cisco Systems, Inc. [4.76%]
QUALCOMM Incorporated [4.7%]
Google Inc. [4.48%]
Oracle Corporation [3.75%]
Research in Motion Limited [2.91%]
AMER TOWER CP [2.52%]

30-Apr-09
Apple Inc. [6.28%]
Microsoft Corporation [6.14%]
Hewlett-Packard Co [6.1%]
Google Inc. [5.17%]
QUALCOMM Incorporated [5.11%]
INTERNATIONAL BUSINESS MACHINES [5.02%]
Cisco Systems, Inc. [4.82%]
Oracle Corporation [4.38%]
Amazon.com, Inc. [3.14%]
Yahoo! Inc. [2.87%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Specialized Tech A Fund (WFSTX)

  

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