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 Dow Down 0.42% Nasdaq Down 0.05%

Wells Fargo Advantage Utility&Telecom A (EVUAX)

18.13 Down 0.08(0.44%) Jul 29
Prev Close:18.21
YTD Return*:13.96%
Net Assets*:470.71M
Yield*:1.82%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
NEE5.4820.18
ITC5.3214.73
EIX5.2225.79
SRE5.2016.78
NU4.6011.97

Fund Basics

Morningstar Overall Rating:
Total Assets:470.71M
Category:Utilities
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:13.96%
5y Avg Return:15.69%
Rank in Category (ytd):83
% Rank in Category (ytd):120.29%
Beta (3y):0.40
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets in common, preferred and convertible preferred stocks and investment grade bonds or convertible debentures of utility (water, gas, electric) and telecommunications companies. It invests up to 35% of the fund's total assets in convertible debentures of utility and telecommunications companies. The fund invests up to 30% of its total assets in equity securities of foreign issuers, including ADRs and similar investments; and up to 20% of the fund's total assets in emerging market equity securities. It is non-diversified. View More
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