EVUCX Rating, Research - Wells Fargo Advantage Utility&Telecom C

Wells Fargo Advantage Utility&Telecom C (evucx)

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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 evucx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wells Fargo Advantage Utility&Telecom C (EVUCX) Description: EVUCX is a mutual fund, which is an investment that owns a basket of assets. The EVUCX 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 small fund size classification. EVUCXs minimum initial investment amount is $1000 while the IRA minimum is $250. EVUCXs expense ratio is roughly 2%. The latest EVUCXs front end load was 0% and the back end load was 1%. The Wells Fargo Advantage Utility&Telecom C (EVUCX) mutual fund falls under the utilities category. EVUCX focuses its investments in USA and EVUCX is focused on the utilities industry or fund sector. The Wells Fargo Advantage Utility&Telecom C (EVUCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EVUCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EVUCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation, consistent with preservation of principal, while providing current income. The fund invests mainly in equity securities (see equity research) of issuers in the U.S. and foreign countries. Currently, it emphasizes its investments in stocks (see stock research), but may invest in debt securities and may invest up to 25% of assets in "lower-grade" securities. The fund can invest in any country, including developed or emerging markets, but currently emphasizes investments in developed markets. As a fundamental policy, it normally invests in at least four countries.

Management Analysis Update

Performance Analysis Update