ETRAX Rating, Research - Wells Fargo Advantage Classic Value A

Wells Fargo Advantage Classic Value A (etrax)

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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 = 82

Threats + Weaknesses = 80

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in stocks (see stock research). It normally invests assets primarily in common stocks (see stock research) of leveraged companies defined as companies that issue low-quality debt and other companies with leveraged capital structures may be in troubled or uncertain financial condition, and may be involved in bankruptcy proceeding, reorganizations, or financial restructurings. The fund may invest asset in securities of foreign issuers in addition to securities of domestic issuers.

Management Analysis Update

Wells Fargo Advantage Classic Value A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update