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Mutual Fund Insights: Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

In-depth Analysis of Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

Mutual fund chart: Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

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See Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) performance details as of January 31, 2010

  

    Last Trade: $29.06 on 3/18/2010, Change: -0.23 (-0.79%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) (alpha release)

  

Fund Manager - I. Charles Rinaldi

Fund Manager Tenure: 12.2 years
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Rinaldi serves as managing director and senior portfolio manager for the Value Equity team at Wells Capital Management. He has oversight and portfolio management responsibility for the team?s Small Cap Value and SMID Cap Value services. He joined Wells Capital Management from Strong Capital Management.  Get more insights on I. Charles Rinaldi

  

What we like about Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) What we like about Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

Data for Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) as of January 31, 2010

  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) management has been with Wells Fargo Advantage Small Cp Val Instl Fund for 12.2 years
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) has good short-term performance (1-year return 55.67% vs 41.29% Small Blend category average)
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) has good mid-term performance (3-year return -0.49% vs -7.80% Small Blend category average)
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) has good Long-term performance (5-year return 6.02% vs 0.36% Small Blend category average)
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) has an annual stock turnover rate of 27.00% vs Small Blend average of 96.31%. It is good that Wells Fargo Advantage Small Cp Val Instl management does not trade extensively for its return.
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.06, lower than category average of 25.24
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) has a lower management fee than its Small Blend average: 0.97% vs 1.53%
  • Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) 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 Small Cp Val Instl Fund (WFSVX) What we are cautious about Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

Data for Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) as of January 31, 2010

  • Wells Fargo Advantage Small Cp Val Instl Fund is a focused fund with 34.10% 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 Small Cp Val Instl Fund (WFSVX) ratio of up-years vs down years can be improved
See Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) Net Asset

Track net asset change of Wells Fargo Advantage Small Cp Val Instl fund (WFSVX)

DateNet Asset
01/2010$969.23M
11/2009$903.08M
10/2009$842.54M
More historic net asset information on Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

  

Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Small Cp Val Instl fund (WFSVX)

DateCashStockBondOther
10/20094.75%95.25%0%0%
07/20095.9%93.85%0%0.24%
04/20098.12%91.06%0%0.82%
Click here to see more historic asset allocation information on Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

Discover what Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX) manager is buying

31-Oct-09
INTEROIL CORP [6.58%]
Randgold Resources Limited [6.2%]
Wells Fargo Advantage Money Market Trust [4.69%]
RANGE RES CORP [3.35%]
CHIMERA INVESTMENT [3.3%]
3Com Corporation [2.23%]
ANNALY CAPITAL MANAG [2.07%]
GEO GROUP INC (THE) [1.92%]
CHGO BRIDGE & IRON [1.92%]
CAPSTEAD MORTGAGE CP [1.84%]

31-Jul-09
Randgold Resources Limited [6.39%]
INTEROIL CORP [4.47%]
RANGE RES CORP [3.5%]
CHIMERA INVESTMENT [3.28%]
ANNALY CAPITAL MANAG [2.58%]
3Com Corporation [2.05%]
CAPSTEAD MORTGAGE CP [2.03%]
Global Industries, Ltd. [1.94%]
Argo Group International Holdin [1.92%]
DEL MONTE FOODS CO [1.91%]

30-Apr-09
Randgold Resources Limited [6.41%]
INTEROIL CORP [5.07%]
RANGE RES CORP [3.55%]
ANNALY CAPITAL MANAG [2.84%]
3Com Corporation [2.73%]
Global Industries, Ltd. [2.11%]
CAPSTEAD MTG CP NEW [2.06%]
CHIMERA INVESTMENT [1.92%]
GEO GROUP INC (THE) [1.92%]
Argo Group International Holdin [1.88%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Small Cp Val Instl Fund (WFSVX)

  

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