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 Dow Down 0.72% Nasdaq Down 0.50%

Wells Fargo Advantage Large Co Val Inv (SDVIX)

17.71 Down 0.08(0.45%) Jul 25
Prev Close:17.71
YTD Return*:5.69%
Net Assets*:315.70M
Yield*:0.41%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SDVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS2.577.01
JPM2.410.43
C2.23-8.89
AIG2.218.97
MRK2.1618.66

Fund Basics

Morningstar Overall Rating:
Total Assets:315.7M
Category:Large Value
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:5.69%
5y Avg Return:16.86%
Rank in Category (ytd):82
% Rank in Category (ytd):6.37%
Beta (3y):1.10
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. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments. View More
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