Mutual Funds - Latest Summary ( 32 Funds, 159 Classes )


Wells Fargo Special Mid Cap Value Fund

Mid-Cap > Value

WFHHX rank - 106 of 223

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant porti

YTD
0%
2024
-100%

Wells Fargo Enterprise Fund

Mid-Cap > Growth

SENAX rank - 330 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant porti

YTD
2.23%
2024
8.27%

Wells Fargo Fundamental Small Cap Growth Fund

NA > NA

EGRYX rank - 447 of 432

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team favors companies that exh

YTD
1.82%
2024
13.96%

Wells Fargo Special Small Cap Value Fund

Small-Cap > Value

ESPAX rank - 202 of 340

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies that

YTD
-100%
2024
6.13%

Wells Fargo Small Company Value Fund

Small-Cap > Value

SCVAX rank - 186 of 340

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 Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.

Also, the fund may invest in additio

YTD
-100%
2024
3.26%

Wells Fargo Small Company Growth Fund

Small-Cap > Growth

NVSCX rank - 64 of 425

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 additi

YTD
5.23%
2024
-4.83%

Wells Fargo Small Cap Fund

Small-Cap > Value

WFSDX rank - 341 of 340

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that

YTD
-100%
2024
-5.53%

Wells Fargo Emerging Growth Fund

Small-Cap > Growth

WEMAX rank - 364 of 425

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 Emerging Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.

Also, the fund may invest in additional

YTD
0.6%
2024
10.33%

Wells Fargo Disciplined Small Cap Fund

Small-Cap > Core

NVSOX rank - 180 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team employs a risk controlled

YTD
-100%
2024
18.14%

Wells Fargo Spectrum Aggressive Growth Fund

Multi-Cap > Core

WEAFX rank - 125 of 220

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process employs a fund of funds strategy and invest

YTD
-100%
2024
10.66%

Wells Fargo Precious Metals Fund

NA > NA

EKWAX rank - 10 of 50

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process utilizes both top-down macr

YTD
-100%
2024
35.87%

Wells Fargo Global Small Cap Fund

Small-Cap > Core

EKGYX rank - 22 of 49

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process utilizes both fundamentally base

YTD
0.64%
2024
-4.66%

Wells Fargo Emerging Markets Equity Fund

NA > NA

EMGYX rank - 172 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on secu

YTD
1.78%
2024
2.37%

Wells Fargo International Equity Fund

Multi-Cap > Core

WFEDX rank - 115 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on secu

YTD
1.07%
2024
-2.48%

The fund seeks total return by investing in companies across any size located in emerging markets.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The investment team considers emerging market countries to be

YTD
0.08%
2024
8.64%

The fund seeks total return by investing in companies across any size in the United States.

The sub-adviser’s investment process is designed to invest in securities of utility and telecommunications companies.

The investment team defines utility companies as those companies that provide basic services such as water, sewage, electricity generation, transmission and dist

YTD
4.27%
2024
12.47%

Wells Fargo Specialized Technology Fund

NA > NA

WFSTX rank - 39 of 95

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process is designed to invest in securities of global technology companies.

The investment team defines technology companies as those with revenues primarily generated by technology products and services, such as computer, so

YTD
4.97%
2024
7.76%

Wells Fargo Omega Growth Fund

Multi-Cap > Growth

EKOAX rank - 0 of 315

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight companies in the benchmark index that exhibit excellent growth opportunities.

Then the research team focuses on companies that display the potential for superior sales and earnings growth rate

YTD
-100%
2024
-6%

Wells Fargo Growth Fund

Multi-Cap > Growth

SGRAX rank - 255 of 315

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight companies in the benchmark index that demonstrate consistent revenues and earnings growth.

Then the research process is driven by fundamental analysis of one stock at a time. The research team

YTD
-100%
2024
-2.47%

Wells Fargo Discovery Fund

Multi-Cap > Growth

WDSCX rank - 264 of 315

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The sub-advisor’s investment process is designed to highlight companies in the benchmark index that exhibit excellent growth opportunities.

Then the research team focuses on companies that display the potential for superior sales and earnings growth r

YTD
4.29%
2024
2.82%

Wells Fargo Opportunity Fund

Multi-Cap > Core

WOFDX rank - 219 of 313

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process is designed to highlight companies in the benchmark index that are lagging in market price for temporary reasons and trading at a significant discount to their estimated private market value.

The research process star

YTD
1.23%
2024
6.72%

Wells Fargo Low Volatility US Equity Fund

Multi-Cap > Core

WLVDX rank - 273 of 313

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The sub-adviser’s investment process seeks to replicate the returns of the benchmark index over a full market cycle.

Next the research team utilizes multiple risk models to evaluate and forecast the risks for all constituents of the benchmark index.<

YTD
0%
2024
0%

Wells Fargo C&B Mid Cap Value Fund

Mid-Cap > Value

CBMAX rank - 229 of 223

The fund seeks capital appreciation and current income in the long term by investing in mid-size companies in the United States.

The sub-advisor’s investment process using fundamental analysis focuses on identifying companies that are trading at a discount to their intrinsic value.

The research team combines quantitative and qualitative techniques to look for companies

YTD
-100%
2024
-21.42%

Wells Fargo Large Company Value Fund

Large-Cap > Value

WFLVX rank - 283 of 377

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The sub-advisor’s investment process starts with a list of companies in the benchmark index and the strategy seeks to outperform the benchmark index over a full market cycle of typically three to five years.

However, the sub-advisor focuses on mainta

YTD
4.51%
2024
4.25%

Wells Fargo Large Cap Core Fund

Large-Cap > Core

WFLLX rank - 133 of 527

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process is designed to highlight undervalued companies whose future earnings growth potential is not reflected in their current market prices.

The research team evaluates companies based on valuation, quality and momentum characte

YTD
-100%
2024
30.51%

Wells Fargo Endeavor Select Fund

Large-Cap > Growth

STAEX rank - 0 of 639

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight companies exhibiting strong sales and earnings growth potential. The process also evaluates the sustainability of a company’s competitive advantage and management’s ability to create value f

YTD
-100%
2024
-15.8%

Wells Fargo Large Cap Growth Fund

Large-Cap > Growth

SLGRX rank - 384 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process focuses on companies with sustainable revenue and earnings growth potential not yet been recognized by the market.

Next, the research team looks for companies that are market leaders or establishing new markets or are undergoing dynamic change.

In addition, the team uses bottom-up research to identify companies with a track record of successful strategy execution, durable business models, strong financial positions.

YTD
0%
2024
-100%

Wells Fargo C&B Large Cap Value Fund

Large-Cap > Value

CBEAX rank - 96 of 377

The fund seeks maximum total return in the long term by investing in mega-and large-size companies in the United States.

The fund is a feeder fund that invests all of its net assets in the Master Portfolio, which has the same investment objective and strategies as the fund.

The sub-advisor’s investment process is driven by fundamental analysis to identify companies fro

YTD
-100%
2024
-15.14%

Wells Fargo Disciplined US Core Fund

Large-Cap > Core

EVSYX rank - 205 of 527

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process relies on quantitative methods and fundamental analysis to identify undervalued companies that are estimated to exceed earnings expectations.

The process seeks to outperform the benchmark index which includes both value an

YTD
0.74%
2024
21.75%

Wells Fargo Premier Large Company Growth Fund

Large-Cap > Growth

EKJAX rank - 412 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process focuses on companies with sustainable revenue and earnings growth potential not yet been recognized by the market.

Next, the research team looks for companies that are market leaders or establishing new markets or are unde

YTD
-100%
2024
16.67%
1 2 3 4 5 6