EVUAX Rating, Research - Wells Fargo Advantage Utility&Telecom A

Wells Fargo Advantage Utility&Telecom A (evuax)

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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 = 37

Threats + Weaknesses = 32

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and, secondarily, current income. The fund normally invests at least 80% of assets in equity securities (see equity research) of companies engaged in utilities-related industries. It invests primarily in equity securities (see equity research). The fund may also invest in other investments that have economic characteristics similar to the funds direct investments, including derivatives, exchange-traded funds and American Depositary Receipts. The fund may invest up to 25% of net assets in foreign securities of issuers doing business in utilities-related industries.

Management Analysis Update

Performance Analysis Update