Dow Down 0.17% Nasdaq Down 0.28%

Wells Fargo Advantage Utility&Telecom C (EVUCX)

17.45 Down 0.07(0.40%) Sep 30
Prev Close:17.52
YTD Return*:11.02%
Net Assets*:448.90M
Yield*:1.17%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for EVUCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SRE5.2719.08
ITC5.1918.06
EIX5.0428.19
NEE4.9616.10
NU4.549.05

Fund Basics

Morningstar Overall Rating:
Total Assets:448.9M
Category:Utilities
Annual Report Expense Ratio (net):1.89%

Performance & Risk

YTD Return:11.02%
5y Avg Return:12.95%
Rank in Category (ytd):92
% Rank in Category (ytd):141.54%
Beta (3y):0.45
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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