Wells Fargo Advantage Large Co Val I (WLCIX)
15.78
0.02(0.13%) May 24
| Prev Close: | 15.80 |
|---|
| YTD Return*: | 10.98% |
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| Net Assets*: | 282.79M |
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| Yield*: | 1.84% |
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* As of 31-Mar-13
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Headlines
- No Headlines available for WLCIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| CVX | 4.91 | 11.44 |
| GE | 3.02 | 10.86 |
| JPM | 2.94 | 9.46 |
| PFE | 2.70 | 15.95 |
| C | 2.62 | 10.72 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 282.79M |
| Category: | Large Value |
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| Annual Report Expense Ratio (net): | 0.66% |
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Performance & Risk
| YTD Return: | 10.98% |
| 5y Avg Return: | 4.29% |
| Rank in Category (ytd): | 56 |
| % Rank in Category (ytd): | 4.39% |
| Beta (3y): | 1.08 |
| 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 advisors define 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.
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