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   +2.48%
   
1 week   +0.09%
   
4 week
   
-1.15%  
3 month
   
-0.66%  
YTD
   
-0.92%  
1 year   +2.98%
   
3 years*   +17.72%
   
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 assets777.40M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash0.00%  
Stocks99.20%  
Bonds0.00%  
Other0.79%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
41.22+0.22(0.54%)
Dec 19, 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* -16.50 -7.47 -3.01 -0.74
Beta* 1.37 1.22 1.22 1.16
Mean annual return 0.45 1.37 1.35 0.78
R-squared* 67.94 70.18 82.16 78.90
Standard deviation 13.69 13.20 17.55 19.25
Sharpe ratio 0.39 1.24 0.92 0.41
* Against standard index

Top 10 holdings

Security Net Assets  
SBA Communications Corp (SBAC) 2.93%  
Constellation Brands Inc Class A (STZ) 2.51%  
IHS Inc Class A (IHS) 2.28%  
McGraw Hill Financial Inc (MHFI) 2.24%  
Alliance Data Systems Corp (ADS) 2.08%  
Netflix Inc (NFLX) 1.99%  
Old Dominion Freight Lines (ODFL) 1.96%  
Affiliated Managers Group Inc (AMG) 1.95%  
Intercontinental Exchange Inc (ICE) 1.92%  
Westinghouse Air Brake Technologies Corp (WAB) 1.88%