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
   
-2.53%  
1 week
   
-3.86%  
4 week
   
-1.67%  
3 month
   
-0.32%  
YTD   +4.97%
   
1 year   +5.92%
   
3 years*   +16.16%
   
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 Average
5 years Average Above Average
10 years Below Average Above Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets769.29M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash0.00%  
Stocks99.11%  
Bonds0.00%  
Other0.90%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
43.08-1.12(-2.53%)
Jun 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* -1.19 -2.24 -4.42 -0.25
Beta* 1.10 1.03 1.23 1.15
Mean annual return 0.96 1.40 1.28 0.82
R-squared* 75.52 63.20 81.87 79.06
Standard deviation 11.28 10.96 16.64 19.02
Sharpe ratio 1.02 1.52 0.92 0.44
* Against standard index

Top 10 holdings

Security Net Assets  
McGraw Hill Financial Inc (MHFI) 2.61%  
Intercontinental Exchange Inc (ICE) 2.19%  
SBA Communications Corp (SBAC) 2.17%  
Carlisle Companies Inc (CSL) 2.09%  
CoStar Group Inc (CSGP) 2.06%  
Westinghouse Air Brake Technologies Corp (WAB) 1.91%  
Alliance Data Systems Corp (ADS) 1.90%  
Cinemark Holdings Inc (CNK) 1.89%  
Concho Resources Inc (CXO) 1.78%  
Level 3 Communications Inc (LVLT) 1.78%