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    Wells Fargo Small Cap Value Inst (WFSVX)

    20.47 Down 0.64(3.03%) Jun 24
    Prev Close:20.47
    YTD Return*:10.90%
    Net Assets*:881.28M
    Yield*:N/A

    * As of 31-May-16

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

    Headlines

    • No Headlines available for WFSVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    IOC.AX6.87N/A
    GOLD.L6.66N/A
    CVCO5.85N/A
    CRAY4.49N/A
    COHR3.26N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:881.28M
    Category:Small Blend
    Annual Report Expense Ratio (net):0.88%

    Performance & Risk

    YTD Return:10.90%
    5y Avg Return:4.22%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.24%
    Beta (3y):1.00
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies; and up to 30% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of small-capitalization companies, which the advisor defines as companies within the range of the Russell 2500TM Index at the time of purchase. View More
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