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
   
-1.34%  
1 week   +0.50%
   
4 week
   
-2.36%  
3 month   +1.02%
   
YTD
   
-1.22%  
1 year   +3.70%
   
3 years*   +14.33%
   
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 assets750.48M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash0.00%  
Stocks99.38%  
Bonds0.00%  
Other0.62%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
40.34-0.50(-1.22%)
Jan 30, 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 DE 94163, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -15.65 -5.76 -3.85 -0.79
Beta* 1.35 1.21 1.22 1.16
Mean annual return 0.18 1.45 1.24 0.74
R-squared* 67.04 73.03 83.07 78.85
Standard deviation 13.57 12.91 17.44 19.23
Sharpe ratio 0.15 1.34 0.85 0.38
* Against standard index

Top 10 holdings

Security Net Assets  
SBA Communications Corp (SBAC) 3.16%  
Intercontinental Exchange Inc (ICE) 2.55%  
Constellation Brands Inc Class A (STZ) 2.44%  
McGraw Hill Financial Inc (MHFI) 2.31%  
Old Dominion Freight Lines (ODFL) 2.18%  
Alliance Data Systems Corp (ADS) 2.09%  
Vertex Pharmaceuticals Inc (VRTX) 2.07%  
Micron Technology Inc (MU) 2.05%  
Liberty Global PLC Class C (LBTYK) 2.00%  
IHS Inc Class A (IHS) 1.93%