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Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund

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Graph of Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) ManagerFund Manager - Michael C. Schneider

Fund Manager Information

Fund Manager Tenure: 10.8 years
Similar Funds: WWMDX 
Fund Family: Wells Fargo Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
CFA, Portfolio Manager.Mr. Schneider is jointly responsible for managing the Small/Mid Cap Value Fund, which he has managed since 2008. Mr. Schneider serves as a senior research analyst and co-portfolio manager for the Value Equity team at Wells Capital Management. Prior to joining Wells Capital Management, Mr. Schneider worked as a research analyst at Gabelli & Co., Standard & Poor's, and R.L Renck & Co., Inc. Education: B.S., Finance, St. John's University; M.B.A., Business Administration, Columbia Business School.  Get more insights on Michael C. Schneider

 

Graph of Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) ProfileWells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) Profile

Fund Profile and Description

Wells Fargo Advantage Sm/Md Cap Val I Fund seeks long-term capital appreciation. Wells Fargo Advantage Sm/Md Cap Val I Fund primarily invests in equity securities of small- and medium-capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 2500TM Index. It may also invest in equity securities of foreign issuers through ADRs and similar investments.

 

Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund Strength What we like about Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund

Data for Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) as of May 30, 2016

  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) management has been with Wells Fargo Advantage Sm/Md Cap Val I Fund for 10.8 years
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has good short-term performance (1-year return 7.90% vs -5.18% Small Blend category median performance)
  • Asset base in Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has an annual stock turnover rate of 34.00% vs Small Blend average of 52.13%. It is good that Wells Fargo Advantage Sm/Md Cap Val I management does not trade extensively for its return.
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has a lower expense ratio than its Small Blend average: 0.95% vs 1.22%
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) Weakness What we are cautious about Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund

Data for Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) as of May 30, 2016

  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has a less-than-ideal mid-term performance (3-year return 3.30% vs 6.96% Small Blend category median performance)
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has a less-than-ideal Long-term performance (5-year return 3.08% vs 7.84% Small Blend category median performance)
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) is less safe compared to its Small Blend peers
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) does not have a good risk adjusted return as its 3-year Alpha of -5.76 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.28
  • Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.96 that is higher than category average of 14.58
See Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX)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 Sm/Md Cap Val I12.047.903.303.08
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 Sm/Md Cap Val I Fund (WWMSX)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 Sm/Md Cap Val I Fund (WWMSX) Net Asset TrackingWells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Sm/Md Cap Val I fund (WWMSX)

DateNet Asset
05/2016$51.00M
03/2016$49.23M
02/2016$46.10M
More historic net asset information on Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX)

  

Graph of Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) Portfolio TrackingWells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Sm/Md Cap Val I fund (WWMSX)

DateCashStockBondOther
04/20167.31%92.66%0%0.03%
02/20163.05%96.88%0%0.07%
12/20154.25%94.26%0%1.49%
Click here to see more historic asset allocation information on Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX)

 

graph of Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund

Discover what Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX) manager is buying

Apr 29, 2016
RANDGOLD RESOURCES LD ADS (EACH [6.15%]
UMH Properties, Inc. Common Sto [5.31%]
InterOil Corp [5.29%]
Cavco Industries, Inc. [5.07%]
IES Holdings, Inc. [4.3%]
Skyline Corporation Common Stoc [2.8%]
Century Casinos, Inc. [2.14%]
Sandvine Corp [1.66%]
Endeavour Mining Corp [1.51%]
Cray Inc [1.51%]

Feb 28, 2016
RANDGOLD RESOURCES LD ADS (EACH [6.49%]
UMH Properties, Inc. Common Sto [5.59%]
Cavco Industries, Inc. [5.33%]
Integrated Electrical Services, [5.09%]
InterOil Corp [4.59%]
Century Casinos, Inc. [2.84%]
Cray Inc [2.07%]
Sierra Bancorp [1.9%]
Sandvine Corp [1.84%]
Entravision Communications Corp [1.61%]

Dec 30, 2015
UMH Properties, Inc. Common Sto [5.59%]
Century Casinos, Inc. [5.07%]
InterOil Corp [5.02%]
RANDGOLD RESOURCES LD ADS (EACH [4.82%]
Integrated Electrical Services, [4.62%]
Cavco Industries, Inc. [4.59%]
Sandvine Corp [2.26%]
Cray Inc [2.1%]
WCI Communities, Inc. Common St [1.73%]
Sierra Bancorp [1.72%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Sm/Md Cap Val I Fund (WWMSX)

  

Latest News on Wells Fargo Advantage Sm/Md Cap Val I (WWMSX) Fund

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