Nasdaq - Delayed Quote • USD
Wells Fargo Capital Growth Fund - Class A (WFCGX)
At close: December 10 at 8:01 PM EST
Fund Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its total 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 that the advisor believes offer the potential for capital growth. The advisor defines large-capitalization companies as those with market capitalizations within the range of the Russell 1000® Index at the time of purchase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.80% |
| Worst 1Y Total Return | -45.59% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 11.08% |
| 5y Average Return | 11.84% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WFCGX | Category Average | WFCGX | Category Average | WFCGX | Category Average | |
| Alpha | 6.72 | 0.03 | 2.64 | 0.04 | -0.06 | 0.01 |
| BETA | 1.01 | 0.01 | 1.03 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 1.63 | 0.02 | 1.11 | 0.02 | 1.22 | 0.01 |
| R-squared | 82.44 | 0.89 | 84.96 | 0.87 | 86.87 | 0.87 |
| Standard Deviation | 13.55 | 0.2 | 13.36 | 0.16 | 14.77 | 0.15 |
| Sharpe Ratio | 1.33 | 0.01 | 0.92 | 0.01 | 0.95 | 0.01 |
| Treynor Ratio | 18.63 | 0.21 | 11.82 | 0.21 | 12.69 | 0.15 |
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