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Wells Fargo Advantage Spec SmCp Val B (ESPBX)

29.60 Down 0.30(1.00%) Sep 19
Prev Close:29.90
YTD Return*:4.16%
Net Assets*:696.67M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for ESPBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FCNCA3.834.61
KAI2.930.85
THS2.3419.75
MLI2.09-6.74
DIN1.792.65

Fund Basics

Morningstar Overall Rating:
Total Assets:696.67M
Category:Small Value
Annual Report Expense Ratio (net):2.09%

Performance & Risk

YTD Return:4.16%
5y Avg Return:15.68%
Rank in Category (ytd):35
% Rank in Category (ytd):9.09%
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 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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