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
   
-0.16%  
1 week
   
-0.36%  
4 week   +0.25%
   
3 month   +2.42%
   
YTD   +7.14%
   
1 year   +11.98%
   
3 years*   +16.92%
   
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 Below Average Above Average
5 years Average Above Average
10 years Below Average Above Average
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets760.97M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash0.00%  
Stocks99.25%  
Bonds0.00%  
Other0.75%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
43.81-0.16(-0.36%)
May 29, 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: 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* -1.35 -4.06 -3.34 0.15
Beta* 1.10 1.09 1.19 1.15
Mean annual return 1.04 1.11 1.14 0.87
R-squared* 76.02 70.35 82.09 78.80
Standard deviation 11.39 12.36 17.04 19.16
Sharpe ratio 1.10 1.08 0.80 0.47
* Against standard index

Top 10 holdings

Security Net Assets  
McGraw Hill Financial Inc (MHFI) 2.57%  
SBA Communications Corp (SBAC) 2.30%  
Intercontinental Exchange Inc (ICE) 2.26%  
Cinemark Holdings Inc (CNK) 2.13%  
Cardinal Health Inc (CAH) 2.02%  
CoStar Group Inc (CSGP) 1.98%  
Westinghouse Air Brake Technologies Corp (WAB) 1.92%  
Alliance Data Systems Corp (ADS) 1.87%  
Constellation Brands Inc Class A (STZ) 1.85%  
Under Armour Inc Class A (UA) 1.80%