Wells Fargo Advantage Enterprise Fund Class B

 (MUTF:WENBX)   Watch this mutual fund  
Find more results for Christopher B. Warner�

Performance

Trailing returns

1 day
   
-0.28%  
1 week   +0.65%
   
4 week   +4.45%
   
3 month   +4.07%
   
YTD   +5.24%
   
1 year   +3.31%
   
3 years*   +14.32%
   
5 years*   +5.49%
   
*annualized
Best 3 month return+18.69%  
Worst 3 month return-8.44%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years Below Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets733.75M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash0.00%  
Stocks98.86%  
Bonds0.00%  
Other1.15%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
42.93-0.26(-0.60%)
Feb 27, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of medium-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 medium-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell Midcap� Index at the time of purchase. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments.
Fund filings (PDF) »
Asset managers:
Michael Smith (Started: Mar 21, 2011)
Christopher Warner (Started: Jan 10, 2012)
Thomas Pence (Started: Oct 13, 2000)
Advisor Company:
Wells Fargo Funds Management LLC
Fund family reports on Morningstar »
Wells Fargo Advantage, 525 Market Street, San Francisco CA 94163, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -15.14 -4.68 -2.99 -0.51
Beta* 1.34 1.13 1.21 1.16
Mean annual return 0.26 1.18 1.30 0.75
R-squared* 64.19 72.13 82.35 78.69
Standard deviation 13.36 12.40 17.22 19.20
Sharpe ratio 0.23 1.13 0.90 0.39
* Against standard index

Top 10 holdings

Security Net Assets  
SBA Communications Corp (SBAC) 2.86%  
Intercontinental Exchange Inc (ICE) 2.49%  
McGraw Hill Financial Inc (MHFI) 2.19%  
Vertex Pharmaceuticals Inc (VRTX) 2.11%  
Alliance Data Systems Corp (ADS) 2.09%  
Micron Technology Inc (MU) 2.01%  
Chipotle Mexican Grill Inc Class A (CMG) 1.95%  
Liberty Global PLC Class C (LBTYK) 1.95%  
Old Dominion Freight Lines (ODFL) 1.91%  
LKQ Corp (LKQ) 1.91%