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Wells Fargo Advantage Large Co Val A (WLCAX)

17.51 Down 0.07(0.40%) Sep 19
Prev Close:17.58
YTD Return*:7.70%
Net Assets*:314.70M
Yield*:0.45%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for WLCAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.864.02
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):1.10%

Performance & Risk

YTD Return:7.70%
5y Avg Return:14.57%
Rank in Category (ytd):73
% Rank in Category (ytd):5.65%
Beta (3y):1.09
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
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