NVDAX Rating, Research - Wells Fargo Advantage Diversified Eq A

Wells Fargo Advantage Diversified Eq A (nvdax)

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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 = 270

Threats + Weaknesses = 164

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

Fund Management Team

Fund Description Update

Wells Fargo Advantage Diversified Eq A (NVDAX) Description: NVDAX is a mutual fund, which is an investment that owns a basket of assets. The NVDAX 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. NVDAXs minimum initial investment amount is $1000 while the IRA minimum is $250. NVDAXs expense ratio is roughly 1%. The latest NVDAXs front end load was 6% and the back end load was 0%. The Wells Fargo Advantage Diversified Eq A (NVDAX) mutual fund falls under the large-cap mixed category. NVDAX focuses its investments in USA and NVDAX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Diversified Eq A (NVDAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NVDAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NVDAXs 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 assets in common stocks (see stock research). It typically invests in blue chip companies with market capitalizations greater than $5 billion, including multinational companies. The fund employs a buy-and-hold investment strategy and normally seeks to keep the annual portfolio turnover rate below 15%.

Management Analysis Update

Performance Analysis Update