EKBAX Rating, Research - Wells Fargo Advantage Divers Cptl Bldr A

Wells Fargo Advantage Divers Cptl Bldr A (ekbax)

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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 = 50

Threats + Weaknesses = 35

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

Fund Management Team

Fund Description Update

Wells Fargo Advantage Divers Cptl Bldr A (EKBAX) Description: EKBAX is a mutual fund, which is an investment that owns a basket of assets. The EKBAX 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 medium management tenure and is in the average fund size classification. EKBAXs minimum initial investment amount is $1000 while the IRA minimum is $250. EKBAXs expense ratio is roughly 1%. The latest EKBAXs front end load was 6% and the back end load was 0%. The Wells Fargo Advantage Divers Cptl Bldr A (EKBAX) mutual fund falls under the aggressive allocation category. EKBAX focuses its investments in USA and EKBAX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Divers Cptl Bldr A (EKBAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EKBAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EKBAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term total return consisting of capital growth and current income. The fund invests in equity and fixed income securities with an emphasis on equity securities (see equity research). Under normal circumstances, it invests up to 90% of total assets in equity securities (see equity research) and up to 30% of total assets in corporate debt securities that are below investment-grade. The fund also invests up to 25% of total assets in foreign equity and debt securities. The fund may use futures, options or swap agreements, as well as other derivatives, to manage risk or enhance return.

Management Analysis Update

The ekbax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update