Wells Fargo Advantage C&B Mid Cap Val A (CBMAX)
25.06 0.25(1.01%) Dec 20
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.20%|
Performance & Risk
|5y Avg Return:||20.90%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||6.99%|
|Morningstar Risk Rating:||3|
The investment seeks maximum long-term total return consistent with minimizing risk to principal.
The fund normally invests at least 80% of net assets in equity securities of mid-capitalization companies. It manages a relatively focused portfolio of 30 to 50 companies that enables the advisor to provide adequate diversification while allowing the composition and performance of the portfolio to behave differently than the market. The fund may sell a portfolio holding when it has achieved its valuation target, there is deterioration in the underlying fundamentals of the business, or advisors have identified a more attractive investment opportunity. View More