ESPAX Rating, Research - Wells Fargo Advantage Spec Smcp Val A

Wells Fargo Advantage Spec Smcp Val A (espax)

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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 = 22

Threats + Weaknesses = 25

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation and income consistent with the current asset allocation. The fund invests in a combination of Schwab funds and Laudus funds in accordance with the target portfolio allocation. The target asset allocation is adjusted annually based on the advisers strategy. In general, each target funds allocation to equity securities (see equity research) decreases and the allocation to fixed-income securities increases as the fund approaches the target retirement date. Each funds allocation will be approximately 40% equity securities (see equity research), 53% fixed-income securities, and 7% money market funds.

Management Analysis Update

Performance Analysis Update