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Wells Fargo Advantage Large Co Val Inv (SDVIX)

18.13 Up 0.03(0.17%) Nov 26
Prev Close:18.10
YTD Return*:5.60%
Net Assets*:304.09M
Yield*:0.35%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for SDVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.966.77
BAC2.6811.37
CVS2.6221.87
AIG2.606.12
C2.442.69

Fund Basics

Morningstar Overall Rating:
Total Assets:304.09M
Category:Large Value
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:5.60%
5y Avg Return:13.82%
Rank in Category (ytd):88
% Rank in Category (ytd):6.77%
Beta (3y):1.08
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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