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    Wells Fargo Advantage Large Co Val Inv (SDVIX)

    15.97 Up 0.10(0.63%) Jan 29
    Prev Close:15.87
    YTD Return*:7.52%
    Net Assets*:300.89M
    Yield*:0.49%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for SDVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS2.89-1.26
    AIG2.540.18
    C2.440.28
    JPM2.390.50
    BAC2.290.06

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:300.89M
    Category:Large Value
    Annual Report Expense Ratio (net):1.16%

    Performance & Risk

    YTD Return:7.52%
    5y Avg Return:12.44%
    Rank in Category (ytd):86
    % Rank in Category (ytd):6.67%
    Beta (3y):1.06
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large-capitalization companies and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase. View More
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