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Fund Intelligence | Best Managers | WGFCX Insights | WGFCX Score | WGFCX Performance | WGFCX Manager | WGFCX News | WGFCX Allocation | WGFCX Holdings Change

Mutual Fund Insights: Wells Fargo Advantage Growth C Fund (WGFCX)

In-depth Analysis of Wells Fargo Advantage Growth C Fund (WGFCX)

Mutual fund chart: Wells Fargo Advantage Growth C Fund (WGFCX)

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See Wells Fargo Advantage Growth C Fund (WGFCX) performance details as of February 28, 2010

  

    Last Trade: $25.50 on 3/19/2010, Change: -0.25 (-0.97%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Growth C Fund (WGFCX) (alpha release)

  

Fund ManagerFund Manager - Joseph Eberhardy

Fund Manager Tenure: 1.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Joseph Eberhardy is a portfolio manager for the Growth Equity team at Wells Capital Management. Joseph Eberhardy joined Wells Capital Management from Strong Capital Management, having joined Strong in 1994. Prior to his current role, Joseph Eberhardy was a senior research analyst with the Growth Equity team. Before joining the Growth Equity team in 2000, his previous roles at Strong Capital Management included small to mid cap equity analyst, high yield bond trader and fixed income accounting manager.  Get more insights on Joseph Eberhardy

  

What we like about Wells Fargo Advantage Growth C Fund (WGFCX) What we like about Wells Fargo Advantage Growth C Fund (WGFCX)

Data for Wells Fargo Advantage Growth C Fund (WGFCX) as of February 28, 2010

  • Wells Fargo Advantage Growth C Fund (WGFCX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Wells Fargo Advantage Growth C Fund (WGFCX) has good short-term performance (1-year return 60.17% vs 51.46 % Large Growth category average)
  • Wells Fargo Advantage Growth C Fund (WGFCX) has good mid-term performance (3-year return 1.61% vs -3.50 % Large Growth category average)
  • Wells Fargo Advantage Growth C Fund (WGFCX) has good Long-term performance (5-year return 5.52% vs 1.34 % Large Growth category average)
  • Wells Fargo Advantage Growth C Fund (WGFCX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Growth C Fund (WGFCX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage Growth C Fund (WGFCX) has an annual stock turnover rate of 88.00% vs Large Growth average of 109.62%. It is good that Wells Fargo Advantage Growth C management does not trade extensively for its return.
  • Wells Fargo Advantage Growth C Fund (WGFCX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.08, lower than category average of 21.35

  

What we are cautious about Wells Fargo Advantage Growth C Fund (WGFCX) What we are cautious about Wells Fargo Advantage Growth C Fund (WGFCX)

Data for Wells Fargo Advantage Growth C Fund (WGFCX) as of February 28, 2010

  • Wells Fargo Advantage Growth C Fund (WGFCX) management has been with Wells Fargo Advantage Growth C Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Wells Fargo Advantage Growth C Fund (WGFCX) has a higher management fee of 2.02% than its Large Growth average of 1.33%
  • Wells Fargo Advantage Growth C Fund (WGFCX) carries a 1% load
See Wells Fargo Advantage Growth C Fund (WGFCX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage Growth C Fund (WGFCX) Net Asset

Track net asset change of Wells Fargo Advantage Growth C fund (WGFCX)

DateNet Asset
02/2010$1.59B
01/2010$6.41M
11/2009$5.30M
More historic net asset information on Wells Fargo Advantage Growth C Fund (WGFCX)

  

Wells Fargo Advantage Growth C Fund (WGFCX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Growth C fund (WGFCX)

DateCashStockBondOther
10/20090%99.21%0%0.79%
07/20090.61%99.4%0%0%
04/20090.15%99.85%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Growth C Fund (WGFCX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Growth C Fund (WGFCX)

Discover what Wells Fargo Advantage Growth C Fund (WGFCX) manager is buying

31-Oct-09
Google Inc. [4.77%]
Cognizant Technology Solutions [3.27%]
Apple Inc. [2.98%]
priceline.com Incorporated [2.82%]
Alexion Pharmaceuticals, Inc. [2.72%]
Vistaprint NV [2.57%]
METTLER TOLEDO INTL [2.47%]
Cisco Systems, Inc. [2.33%]
MASTERCARD INC [2.17%]
ABBOTT LABORATORIES [2.09%]

31-Jul-09
Google Inc. [4.2%]
Cognizant Technology Solutions [3.56%]
Apple Inc. [2.75%]
METTLER TOLEDO INTL [2.69%]
Charles Schwab Corporation (The [2.66%]
priceline.com Incorporated [2.56%]
Alexion Pharmaceuticals, Inc. [2.54%]
ABBOTT LABORATORIES [2.36%]
ST. JUDE MEDICAL [2.34%]
WAL MART STORES [2.21%]

30-Apr-09
Google Inc. [4.34%]
Cognizant Technology Solutions [4.23%]
St. Jude Medical, Inc. [3.58%]
The Charles Schwab Corporation [3.07%]
Mettler-Toledo International, I [2.83%]
Concur Technologies, Inc. [2.59%]
Abbott Laboratories [2.43%]
Apple Inc. [2.31%]
priceline.com Incorporated [2.27%]
VistaPrint Limited [2.1%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Growth C Fund (WGFCX)

  

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