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   +0.15%
   
1 week   +2.27%
   
4 week   +1.51%
   
3 month   +6.88%
   
YTD   +0.00%  
1 year   +13.69%
   
3 years*   -  
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 assets755.45M 
Front load-  
Deferred load5.00%  
Expense ratio1.93%  
Management fee-  
Fund familyWells Fargo Advantage 

Asset allocation

Cash1.86%  
Stocks98.13%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
46.47+0.07(0.15%)
Aug 20, 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: Feb 1, 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* -6.13 -7.68 -3.57 0.06
Beta* 1.02 1.29 1.22 1.17
Mean annual return 0.87 1.13 1.37 0.84
R-squared* 50.37 81.78 81.50 77.98
Standard deviation 13.39 17.45 17.73 19.38
Sharpe ratio 0.77 0.77 0.92 0.44
* Against standard index

Top 10 holdings

Security Net Assets  
SBA Communications Corp (SBAC) 2.70%  
Constellation Brands Inc Class A (STZ) 2.65%  
IHS Inc Class A (IHS) 2.48%  
Netflix Inc (NFLX) 2.26%  
Intercontinental Exchange Inc (ICE) 2.02%  
McGraw Hill Financial Inc (MHFI) 1.89%  
Liberty Global PLC Class C (LBTYK) 1.86%  
Chipotle Mexican Grill Inc Class A (CMG) 1.81%  
Westinghouse Air Brake Technologies Corp (WAB) 1.78%  
Old Dominion Freight Lines (ODFL) 1.74%