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

Mutual Fund Insights: Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

In-depth Analysis of Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

Mutual fund chart: Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

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See Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) performance details as of February 28, 2010

  

    Last Trade: $14.05 on 3/19/2010, Change: -0.20 (-1.4%)
Experiment our closing price forecasting tool for Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) (alpha release)

  

Fund Manager - Michael C. Schneider

Fund Manager Tenure: 2.1 years   [Similar Funds: WWMDX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

  

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

Data for Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) as of February 28, 2010

  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) has good short-term performance (1-year return 90.80% vs 67.42 % Small Blend category average)
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) has good Long-term performance (5-year return 2.69% vs 0.83 % Small Blend category average)
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) has an annual stock turnover rate of 35.00% vs Small Blend average of 97.63%. It is good that Wells Fargo Advantage Sm/Md Cap Val Ins management does not trade extensively for its return.
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) has a lower management fee than its Small Blend average: 0.95% vs 1.53%
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) 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/Md Cap Val Ins Fund (WWMSX) What we are cautious about Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

Data for Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) as of February 28, 2010

  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) management has been with Wells Fargo Advantage Sm/Md Cap Val Ins Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) has a less-than-ideal mid-term performance (3-year return -3.62% vs -6.15 % Small Blend category average)
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.23 that is higher than category average of 25.44
See Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) Net Asset

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

DateNet Asset
02/2010$229.95M
01/2010$13.53M
11/2009$10.51M
More historic net asset information on Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

  

Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX) Portfolio Allocation

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

DateCashStockBondOther
10/20091.24%98.14%0%0.62%
07/20091.93%98.07%0%0%
04/20091.31%98.69%0%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

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

31-Oct-09
Randgold Resources Limited [4.75%]
INTEROIL CORP [4.74%]
CHIMERA INVESTMENT [3.31%]
HILL INTERNATIONAL [2.72%]
CANADIAN NAT RES [2.29%]
GEO GROUP INC (THE) [2.18%]
ANNALY CAPITAL MANAG [2%]
Gentex Corporation [1.96%]
Tier Technologies, Inc. [1.95%]
Allied Healthcare Products, Inc [1.75%]

31-Jul-09
Randgold Resources Limited [4.93%]
InterOil Corporation [4.46%]
ANNALY CAPITAL MANAG [3.12%]
GENPACT LIMITED [2.76%]
3Com Corporation [2.7%]
CANADIAN NAT RES [2.59%]
Allied Healthcare Products, Inc [2.56%]
GEO GROUP INC (THE) [2.55%]
Gentex Corporation [2.44%]
Global Industries, Ltd. [2.25%]

30-Apr-09
Randgold Resources Limited [4.93%]
INTEROIL CORP [4.46%]
ANNALY CAPITAL MANAG [3.12%]
GOLDCORP INC [2.76%]
3Com Corporation [2.7%]
CANADIAN NAT RES [2.59%]
Allied Healthcare Products, Inc [2.56%]
GEO GROUP INC (THE) [2.55%]
Gentex Corporation [2.44%]
Global Industries, Ltd. [2.25%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Sm/Md Cap Val Ins Fund (WWMSX)

  

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