Wells Fargo Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return13.513.95-1.065.684.26
    Category Average13.854.96-0.946.234.15
    Assets for Each Yr*102.17108.78110.5598.7798.32
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.26 3.88 5.67

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $98,317 mil $1,000 35.48 64.52
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 35.76 1.21 Average
    International Stock 3.5 5.77 1.53 Above Avg
    Municipal Bond 3.2 21.16 0.88 Average
    Taxable Bond 3.1 14.55 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-26-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 27.39 0.64
    Amazon.com Inc* Consumer Cyclical 21.26 0.60
    Alphabet Inc A* Technology 12.20 0.58
    Apple Inc* Technology 24.55 0.52
    Microsoft Corp* Technology 9.78 0.48
    Visa Inc Class A* Financial Services 17.90 0.36
    Alphabet Inc C* Technology 12.94 0.28
    Mastercard Inc A* Financial Services 12.94 0.27
    Microchip Technology Inc* Technology 19.27 0.27
    The Home Depot Inc* Consumer Cyclical 15.68 0.27
    Celgene Corp* Healthcare 8.16 0.27
    Fidelity National Information Se* Industrials 11.28 0.26
    Treehouse Foods Inc* Consumer Defensive 22.88 0.25
    Burlington Stores Inc* Consumer Defensive 15.33 0.24
    Harris Corp* Technology 8.97 0.24
    Republic Services Inc Class A* Industrials 11.39 0.23
    Waste Connections Inc* Industrials 14.12 0.23
    Acadia Healthcare Co Inc* Healthcare 27.46 0.21
    Union Pacific Corp* Industrials 6.84 0.20
    CBRE Group Inc* RealEstate 9.72 0.20

    Best 5-Year Relative Performance | More
    04-26-17

    Longest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Asset Al Ben Inker 20.70
    Wells Fargo Internat Michael W. Lee 19.70
    Wells Fargo Small Co Paul E. von Kuster 15.20
    Wells Fargo Speciali Walter C. Price 14.50
    Wells Fargo Small Ca Jenny B. Jones 14.30

    Shortest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Large Co Dennis M. Bein 0.20
    Wells Fargo Intrinsi Ann M. Miletti 0.40
    Wells Fargo Low Vola Dennis M. Bein 0.50
    Wells Fargo Dynamic Kandarp R. Acharya 1.10
    Wells Fargo Dynamic Kandarp R. Acharya 1.10