Wells Fargo Advantage Enterprise Fund Class B

 (MUTF:WENBX)   Watch this mutual fund  
Find more results for Christopher B. Warner�


Trailing returns

1 day
1 week
4 week   +0.25%
3 month   +2.42%
YTD   +7.14%
1 year   +11.98%
3 years*   +16.92%
5 years*   -  
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
Value Blend Growth  

Key statistics

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

Asset allocation


Purchase information

IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
May 29, 4:00PM EDT Overall Morningstar RatingTM


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


  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%