EKWAX Rating, Research - Wells Fargo Advantage Precious Metals A

Wells Fargo Advantage Precious Metals A (ekwax)

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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 = 33

Threats + Weaknesses = 25

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

Fund Management Team

Fund Description Update

Wells Fargo Advantage Precious Metals A (EKWAX) Description: EKWAX is a mutual fund, which is an investment that owns a basket of assets. The EKWAX 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 large fund size classification. EKWAXs minimum initial investment amount is $1000 while the IRA minimum is $250. EKWAXs expense ratio is roughly 1%. The latest EKWAXs front end load was 6% and the back end load was 0%. The Wells Fargo Advantage Precious Metals A (EKWAX) mutual fund falls under the equity precious metals category. EKWAX focuses its investments in USA and EKWAX is focused on the materials industry or fund sector. The Wells Fargo Advantage Precious Metals A (EKWAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EKWAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EKWAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in investments related to precious metals. It may invest any amount of total assets in equity securities (see equity research) of foreign issuers, including ADRs and similar investments, and invest up to 40% of total assets in emerging market equity securities (see equity research). The fund may also invest up to 25% of total assets, at the time of purchase, in debt securities linked to precious metals and common or preferred stocks (see stock research) of subsidiaries of the fund that invest directly or indirectly in precious metals and minerals. It is non-diversified.

Management Analysis Update

Performance Analysis Update