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
   
-1.68%  
1 week
   
-0.87%  
4 week
   
-1.94%  
3 month
   
-2.40%  
YTD
   
-1.89%  
1 year   +5.53%
   
3 years*   +20.31%
   
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 Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets783.52M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash1.75%  
Stocks98.24%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
45.32-0.27(-0.59%)
Sep 23, 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* -15.60 -6.08 -3.14 0.44
Beta* 1.31 1.25 1.22 1.16
Mean annual return 1.22 1.53 1.42 0.90
R-squared* 63.50 79.77 82.18 78.37
Standard deviation 13.78 16.21 17.78 19.36
Sharpe ratio 1.06 1.12 0.96 0.48
* Against standard index

Top 10 holdings