Wells Fargo Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return13.513.95-1.065.683.77
    Category Average13.854.96-0.946.233.66
    Assets for Each Yr*102.17108.78110.5598.7799.33
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.77 3.48 5.75

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $99,328 mil $1,000 35.57 64.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 35.85 1.21 Average
    International Stock 3.5 5.55 1.53 Above Avg
    Municipal Bond 3.3 20.89 0.88 Average
    Taxable Bond 3.2 14.54 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 21.98 0.67
    Amazon.com Inc* Consumer Cyclical 12.77 0.66
    Alphabet Inc A* Technology 5.39 0.60
    Microsoft Corp* Technology 5.20 0.49
    Apple Inc* Technology 21.92 0.47
    Visa Inc Class A* Financial Services 14.53 0.36
    Mastercard Inc A* Financial Services 8.67 0.28
    Microchip Technology Inc* Technology 14.59 0.28
    Alphabet Inc C* Technology 5.52 0.28
    The Home Depot Inc* Consumer Cyclical 10.83 0.27
    Celgene Corp* Healthcare 6.59 0.27
    Fidelity National Information Se* Industrials 6.31 0.25
    Acadia Healthcare Co Inc* Healthcare 26.68 0.24
    Burlington Stores Inc* Consumer Defensive 11.86 0.23
    Harris Corp* Technology 8.73 0.23
    KAR Auction Services Inc* Consumer Cyclical 2.75 0.22
    Republic Services Inc Class A* Industrials 9.54 0.22
    Union Pacific Corp* Industrials 0.85 0.22
    Waste Connections Inc* Industrials 9.67 0.22
    Treehouse Foods Inc* Consumer Defensive 16.42 0.21

    Best 5-Year Relative Performance | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Asset Al Ben Inker 20.70
    Wells Fargo Internat Michael W. Lee 19.60
    Wells Fargo Small Co Paul E. von Kuster 15.10
    Wells Fargo Speciali Walter C. Price 14.40
    Wells Fargo Small Ca Jenny B. Jones 14.20

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Large Co Dennis M. Bein 0.10
    Wells Fargo Intrinsi Ann M. Miletti 0.30
    Wells Fargo Low Vola Dennis M. Bein 0.40
    Wells Fargo Dynamic Kandarp R. Acharya 1.00
    Wells Fargo Dynamic Kandarp R. Acharya 1.00