EKBCX Rating, Research - Wells Fargo Advantage Divers Cptl Bldr C

Wells Fargo Advantage Divers Cptl Bldr C (ekbcx)

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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 = 13

Threats + Weaknesses = 19

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

Fund Management Team

Fund Description Update

Wells Fargo Advantage Divers Cptl Bldr C (EKBCX) Description: EKBCX is a mutual fund, which is an investment that owns a basket of assets. The EKBCX 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 small fund size classification. EKBCXs minimum initial investment amount is $1000000 while the IRA minimum is $250. EKBCXs expense ratio is roughly 2%. The latest EKBCXs front end load was 0% and the back end load was 1%. The Wells Fargo Advantage Divers Cptl Bldr C (EKBCX) mutual fund falls under the aggressive allocation category. EKBCX focuses its investments in USA and EKBCX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Divers Cptl Bldr C (EKBCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EKBCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EKBCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. SPDR Trust is an exchange-traded fund that holds all of the S&P 500 Index stocks (see stock research). It is comprised of undivided ownership interests called SPDRs. The fundssues and redeems SPDRs only in multiples of 50,000 SPDRs in exchange for S&P 500 Index stocks (see stock research) and cash.

Management Analysis Update

Performance Analysis Update