• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.73% Nasdaq Down 0.96%

    Wells Fargo Advantage Large Co Value Inv (SDVIX)

    16.29 Down 0.13(0.79%) Jul 27
    Prev Close:16.42
    YTD Return*:1.78%
    Net Assets*:286.97M
    Yield*:0.64%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for SDVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPM2.91N/A
    CVS2.71N/A
    AIG2.64N/A
    PFE2.57N/A
    CI2.48N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:286.97M
    Category:Large Value
    Annual Report Expense Ratio (net):1.16%

    Performance & Risk

    YTD Return:1.78%
    5y Avg Return:14.62%
    Rank in Category (ytd):15
    % Rank in Category (ytd):1.05%
    Beta (3y):1.02
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback