SGRAX Rating, Research - Wells Fargo Advantage Growth A

Wells Fargo Advantage Growth A (sgrax)

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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 = 218

Threats + Weaknesses = 115

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; income is a secondary consideration. The fund normally invests primarily in equity securities (see equity research) of U.S. and foreign companies that the manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It invests the equity portion of its portfolio predominantly in companies with market capitalizations greater than $5 billion, with a portion or significant amount in smaller companies. The fund expects to invest a significant portion (up to 35%) of assets in foreign securities.

Management Analysis Update

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

Performance Analysis Update