EKWCX Rating, Research - Wells Fargo Advantage Precious Metals C

Wells Fargo Advantage Precious Metals C (ekwcx)

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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 ekwcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wells Fargo Advantage Precious Metals C (EKWCX) Description: EKWCX is a mutual fund, which is an investment that owns a basket of assets. The EKWCX 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. EKWCXs minimum initial investment amount is $1000 while the IRA minimum is $250. EKWCXs expense ratio is roughly 2%. The latest EKWCXs front end load was 0% and the back end load was 1%. The Wells Fargo Advantage Precious Metals C (EKWCX) mutual fund falls under the equity precious metals category. EKWCX focuses its investments in USA and EKWCX is focused on the materials industry or fund sector. The Wells Fargo Advantage Precious Metals C (EKWCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EKWCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EKWCXs 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

Wells Fargo Advantage Precious Metals C's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update