CBEAX Rating, Research - Wells Fargo Advantage C&B Lg Cap Val A

Wells Fargo Advantage C&B Lg Cap Val A (cbeax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 123

Threats + Weaknesses = 98

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cbeax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) Description: CBEAX is a mutual fund, which is an investment that owns a basket of assets. The CBEAX mutual fund was provided by Wells Fargo and this investment vehicle derives the majority of its value from equity holdings (stocks). Wells Fargos mutual fund has a long management tenure and is in the small fund size classification. CBEAXs minimum initial investment amount is $1000 while the IRA minimum is $250. CBEAXs expense ratio is roughly 1%. The latest CBEAXs front end load was 6% and the back end load was 0%. The Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) mutual fund falls under the large-cap mixed category. CBEAX focuses its investments in USA and CBEAX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage C&B Lg Cap Val A (CBEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CBEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CBEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation and current income. The fund normally invests at least 80% of net assets in equity securities (see equity research) of U.S. large capitalization companies. It defines large-capitalization companies as those with a market capitalization of at least $3 billion. The fund may invest up to 20% of assets in companies that have market capitalizations within the range of the Russell 1000 Index but below $3 billion in market capitalization.

Management Analysis Update

Performance Analysis Update