Wells Fargo Advantage Intrns SmCpVal Inv (SCOVX)
19.94
0.22(1.12%) Jun 18
| Prev Close: | 19.72 |
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| YTD Return*: | 9.20% |
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| Net Assets*: | 65.87M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| KAR | 3.60 | 6.37 |
| ZION | 2.43 | 12.38 |
| JNY | 2.40 | 2.44 |
| SFG | 2.32 | 7.04 |
| STE | 2.16 | 12.29 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 65.87M |
| Category: | Small Blend |
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| Annual Report Expense Ratio (net): | 1.49% |
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Performance & Risk
| YTD Return: | 9.20% |
| 5y Avg Return: | 6.73% |
| Rank in Category (ytd): | 9 |
| % Rank in Category (ytd): | 1.28% |
| Beta (3y): | 1.38 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes, if any) in equity securities of small-capitalization companies. 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. The fund may invest in any sector, and at times it may emphasize one or more particular sectors.
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