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 Dow Down 0.16% Nasdaq Up 0.40%

Wells Fargo Advantage Small Co Value B (SCVBX)

18.70 Down 0.01(0.05%) Jul 23
Prev Close:18.71
YTD Return*:4.31%
Net Assets*:113.80M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SCVBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ABG1.6129.10
HNT1.5744.86
ARRS1.5534.18
SN1.5250.63
WAL1.451.97

Fund Basics

Morningstar Overall Rating:
Total Assets:113.8M
Category:Small Value
Annual Report Expense Ratio (net):2.20%

Performance & Risk

YTD Return:4.31%
5y Avg Return:21.12%
Rank in Category (ytd):58
% Rank in Category (ytd):14.76%
Beta (3y):1.35
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small-capitalization companies. It is a gateway fund that invests substantially all of its assets in the Small Company Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of small-capitalization companies. View More
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