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Wells Fargo Advantage Specialized Tech B (WFTBX)

9.89 Up 0.17(1.75%) Oct 23
Prev Close:9.72
YTD Return*:8.00%
Net Assets*:323.03M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WFTBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL10.0925.47
MSFT9.1024.94
FB5.2840.08
TSLA4.4959.70
MU3.8154.02

Fund Basics

Morningstar Overall Rating:
Total Assets:323.03M
Category:Technology
Annual Report Expense Ratio (net):2.32%

Performance & Risk

YTD Return:8.00%
5y Avg Return:16.04%
Rank in Category (ytd):42
% Rank in Category (ytd):20.69%
Beta (3y):0.96
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of technology companies. It invests up to 50% of the fund's total assets in equity securities of foreign issuers, including up to 15% of the fund's total assets in equity securities of emerging markets issuers, directly or through ADRs and similar investments. The fund invests up to 25% of its total assets in any one foreign country, although investments in Japan may exceed this limitation. It is non-diversified. View More
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