Wells Fargo Advantage Growth Inv (sgrox)
Last Updated by Anonymous | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Wells Fargo Advantage Growth Inv (SGROX) Description: SGROX is a mutual fund, which is an investment that owns a basket of assets. The SGROX 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 large fund size classification. SGROXs minimum initial investment amount is $2500 while the IRA minimum is $1000. SGROXs expense ratio is roughly 1%. The latest SGROXs front end load was 0% and the back end load was 0%. The Wells Fargo Advantage Growth Inv (SGROX) mutual fund falls under the large-cap growth category. SGROX focuses its investments in USA and SGROX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Growth Inv (SGROX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SGROXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SGROXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research) of companies that Fidelity Management & Research Company (FMR) believes have the greatest potential for growth. It normally invests in 50-60 stocks (see stock research) in either "growth" stocks (see stock research) or "value" stocks (see stock research) or both of domestic and foreign issuers. The fundses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. It is non-diversified.
Post preview:
Close preview