Wells Fargo Advantage Enterprise Fund Class B

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


Trailing returns

1 day   +0.24%
1 week   +1.84%
4 week
3 month
YTD   +1.29%
1 year   +2.25%
3 years*   +13.69%
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 Average Above Average
5 years Average Above Average
10 years Below Average Above Average
Overall Average Above Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets763.09M 
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  
Aug 28, 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* 2.21 -0.37 -3.90 -0.59
Beta* 0.94 1.04 1.23 1.14
Mean annual return 1.05 1.41 1.30 0.75
R-squared* 77.23 66.52 80.63 79.13
Standard deviation 9.71 10.91 16.11 18.95
Sharpe ratio 1.29 1.55 0.96 0.40
* Against standard index

Top 10 holdings

Security Net Assets  
McGraw Hill Financial Inc (MHFI) 2.47%  
ServiceMaster Global Holdings Inc (SERV) 2.19%  
Carlisle Companies Inc (CSL) 2.13%  
SBA Communications Corp (SBAC) 2.11%  
Alliance Data Systems Corp (ADS) 1.99%  
CoStar Group Inc (CSGP) 1.99%  
Zoetis Inc (ZTS) 1.98%  
Hilton Worldwide Holdings Inc (HLT) 1.90%  
Westinghouse Air Brake Technologies Corp (WAB) 1.88%  
Cinemark Holdings Inc (CNK) 1.85%