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Wells Fargo Advantage Spec SmCp Val B (ESPBX)

30.05 Up 0.29(0.97%) Apr 22
Get the big picture on all your investments.
Prev Close:29.76
YTD Return*:3.71%
Net Assets*:704.34M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ESPBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FCNCA3.7410.61
KAI3.44-4.78
THS2.193.89
IMN2.1628.85
MLI2.16-51.53

Fund Basics

Morningstar Overall Rating:
Total Assets:704.34M
Category:Small Value
Annual Report Expense Ratio (net):2.09%

Performance & Risk

YTD Return:3.71%
5y Avg Return:23.10%
Rank in Category (ytd):8
% Rank in Category (ytd):2.05%
Beta (3y):1.22
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the fund defines as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase. View More
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