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   +0.61%
   
1 week   +2.88%
   
4 week   +2.17%
   
3 month   +0.07%
   
YTD
   
-0.93%  
1 year   +3.57%
   
3 years*   +14.85%
   
5 years*   -  
*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 assets749.22M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash0.00%  
Stocks100.04%  
Bonds0.00%  
Other-0.04%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
46.68+0.64(1.39%)
Oct 31, 4:00PM EDT 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: Feb 1, 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 DE 94163, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -18.23 -7.38 -3.77 -0.29
Beta* 1.27 1.28 1.22 1.17
Mean annual return 0.44 1.66 1.27 0.82
R-squared* 68.17 77.31 82.21 78.91
Standard deviation 13.62 15.37 17.81 19.34
Sharpe ratio 0.38 1.30 0.85 0.43
* Against standard index

Top 10 holdings

Security Net Assets  
SBA Communications Corp (SBAC) 2.87%  
IHS Inc Class A (IHS) 2.60%  
Constellation Brands Inc Class A (STZ) 2.56%  
Netflix Inc (NFLX) 2.41%  
Affiliated Managers Group Inc (AMG) 2.09%  
McGraw Hill Financial Inc (MHFI) 1.88%  
Chipotle Mexican Grill Inc Class A (CMG) 1.85%  
Liberty Global PLC Class C (LBTYK) 1.84%  
Westinghouse Air Brake Technologies Corp (WAB) 1.81%  
Old Dominion Freight Lines (ODFL) 1.79%