Dow Up 0.26% Nasdaq Down 1.07%

Wells Fargo Advantage Large Co Val Inv (SDVIX)

17.84 Down 0.03(0.17%) Sep 15
Prev Close:17.87
YTD Return*:7.66%
Net Assets*:314.70M
Yield*:0.40%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for SDVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.864.02
CVS2.5412.55
AIG2.529.79
C2.32-0.23
MRK2.1421.22

Fund Basics

Morningstar Overall Rating:
Total Assets:314.7M
Category:Large Value
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:7.66%
5y Avg Return:14.48%
Rank in Category (ytd):74
% Rank in Category (ytd):5.73%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback