Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Up 0.03% Nasdaq Down 0.07%
Streaming
Ticker Tape: On

Wells Fargo Advantage Large Co Val Inv (SDVIX)

16.92 Up 0.07(0.42%) Apr 17
Get the big picture on all your investments.
Prev Close:16.92
YTD Return*:1.52%
Net Assets*:310.08M
Yield*:0.54%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for SDVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BAC2.9611.43
JPM2.564.39
CVS2.494.18
C2.37-8.25
HIG2.22-1.08

Fund Basics

Morningstar Overall Rating:
Total Assets:310.08M
Category:Large Value
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:1.52%
5y Avg Return:19.52%
Rank in Category (ytd):83
% Rank in Category (ytd):6.37%
Beta (3y):1.09
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback