• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Wells Fargo Advantage Large Co Val A (WLCAX)

    15.99 Up 0.12(0.76%) Dec 19
    Prev Close:15.87
    YTD Return*:7.44%
    Net Assets*:305.54M
    Yield*:0.40%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WLCAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPM2.947.11
    CVS2.7927.41
    BAC2.6610.60
    AIG2.548.68
    C2.484.39

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:305.54M
    Category:Large Value
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:7.44%
    5y Avg Return:13.06%
    Rank in Category (ytd):89
    % Rank in Category (ytd):6.89%
    Beta (3y):1.06
    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 at the time of purchase. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback