Dow Down 0.18% Nasdaq Up 0.39%

Wells Fargo Advantage Spec Md Cp Val Inv (SMCDX)

34.69 Up 0.12(0.35%) Aug 29
Prev Close:34.69
YTD Return*:5.87%
Net Assets*:1.04B
Yield*:0.12%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
TAP3.2821.78
CI2.913.80
RSG2.8915.36
SYMC2.86-0.47
CHD2.83-0.02

Fund Basics

Morningstar Overall Rating:
Total Assets:1.04B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.31%

Performance & Risk

YTD Return:5.87%
5y Avg Return:19.38%
Rank in Category (ytd):25
% Rank in Category (ytd):5.73%
Beta (3y):1.16
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the managers define as securities of companies with market capitalizations within the range of the Russell Midcap® Index at the time of purchase. The fund may sell a portfolio holding when a stock nears its price target, downside risks increase considerably, the company's fundamentals have deteriorated, or the managers identify a more attractive investment opportunity. View More
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