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Wells Fargo Advantage Spec SmCp Val B (ESPBX)

30.70 Up 0.02(0.07%) Nov 26
Prev Close:30.68
YTD Return*:3.57%
Net Assets*:698.02M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for ESPBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FCNCA3.8412.97
KAI2.555.10
THS2.3023.19
MLI1.873.97
DIN1.7910.21

Fund Basics

Morningstar Overall Rating:
Total Assets:698.02M
Category:Small Value
Annual Report Expense Ratio (net):2.09%

Performance & Risk

YTD Return:3.57%
5y Avg Return:15.56%
Rank in Category (ytd):23
% Rank in Category (ytd):5.99%
Beta (3y):1.13
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 managers define as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase. View More
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