1415 Vantage Park Drive,3rd Floor
Charlotte , NC, 28203
Charlotte , NC, 28203
Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The fund is a feeder fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
Also, the fund may invest in additional master portfolios, in other Wells Fargo Funds More
Link
Directors
Aug 7, 2023- James G. Polisson
- Timothy J. Penny
- Isaiah Harris, Jr.
- Olivia S. Mitchell
- David F. Larcker
- Pamela Wheelock
- Jane A. Freeman
- William R. Ebsworth
Chief Compliance Officer
- Christopher Baker
Fund Manager(s)
- Paul von Kuster
- Daniel Hagen
- William Grierson
- Ryan Smith
- Samuel Smith
Price
- 52-Week High/Low
- $21.1 - $17.47
- Turnover
- 47.7%
- Expense Ratio
- 2.10%
Company Name |
Holding |
| Allspring Small Company Growth Portfolio | 99.92 % |
| More | 99.92 % |
Advisor
Documents
Performance
YTD
2.5%
3 Year
-63.76%
5 Year
-56.25%
Best
45.54%
2009
Worst
-45.25%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.3% | 6.8% | -11.8% | 5% | -28.1% | 15% | 4.4% | 6.9% | -6.3% | 6.5% |
| Q2 | -4.5% | 4.9% | -15.4% | 104.2% | 29% | 1.8% | 11% | 1.8% | 3.2% | 2.6% |
| Q3 | - | -6.1% | -3.6% | -49.5% | -9.6% | -5.5% | 5.9% | 4.6% | 8.7% | -13.2% |
| Q4 | - | 2.1% | -10.5% | 4.8% | -34.2% | 0.6% | -19.8% | 3.9% | 1.4% | -0.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.4% | 7.9% | 1.9% | -5.4% | - | - | - | - | - | - | - | - |
| 2023 | 9.8% | 0.1% | -2.8% | -1.7% | -0.8% | 7.6% | 3.6% | -3.1% | -6.5% | -7.2% | 8.2% | 0.6% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3% | 6% | -36% | -41% | 6% | 13% | -5% | 19% | 7% | -6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WSMCX | 3% | 6% | -36% | -41% | 6% | 13% | -5% | 19% | 7% | -6% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 3% | 6% | -4% | -43% | -28% | -14% | 5% | -2% | -4% | -3% |