Wells Fargo Advantage Growth Inv
(SGROX)
+0.54
+1.22%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 44.16 |
| Category | Large Growth |
| Net Assets | 2.17 Bil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | High |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of companies that the advisors believe have prospects for robust and sustainable growth of revenues and earnings. The fund selects equity securities of companies of all market capitalizations. It may also invest in equity securities of foreign issuers through ADRs and similar investments. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 47.33% | 26.14% | 7.88% | 16.56% | 12.42% |
| Value ($) | 14,733.00 | 18,584.21 | 20,048.65 | 23,368.71 | 26,271.10 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Wells Fargo Advantage |
| Fund Manager | Thomas Ognar |
| Tenure (Years) | 11 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.25% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 8.15% |
| 3 Months | 6.56% |
| 1 Year | 21.30% |
| 3 Years* | 19.76% |
| 5 Years* | 10.68% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| SGROX | Large Growth | |
|---|---|---|
| 5-Yr Return | 10.68% | 4.47% |
| Sharpe Ratio | 0.92 | 0.70 |
| Net Assets | 2.17 Bil | 602.08 Mil |
| Avg Market Cap | 17.14 Bil | 38.17 Bil |
| Avg P/E | 25.03 | 17.12 |
| Portfolio Turnover | 47 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.07% |
| Cash | 0.93% |
| Fixed Income | 0.00% |
| Other | 0.01% |
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 3.88% |
| Google, Inc. Class A | 3.65% |
| eBay Inc | 3.39% |
| Cognizant Technology Solutions Corporation Class A | 3.06% |
| Kansas City Southern, Inc. | 3.04% |
| Dollar Tree Stores, Inc. | 2.98% |
| Alexion Pharmaceuticals, Inc. | 2.97% |
| Whole Foods Market, Inc. | 2.84% |
| Cerner Corporation | 2.13% |
| Celgene Corporation | 2.13% |
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
