SMCDX Rating, Research - Wells Fargo Advantage Spec Md Cp Val Inv

Wells Fargo Advantage Spec Md Cp Val Inv (smcdx)

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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 = 40

Threats + Weaknesses = 33

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

Fund Management Team

Fund Description Update

Wells Fargo Advantage Spec Md Cp Val Inv (SMCDX) Description: SMCDX is a mutual fund, which is an investment that owns a basket of assets. The SMCDX 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 short management tenure and is in the average fund size classification. SMCDXs minimum initial investment amount is $2500 while the IRA minimum is $1000. SMCDXs expense ratio is roughly 1%. The latest SMCDXs front end load was 0% and the back end load was 0%. The Wells Fargo Advantage Spec Md Cp Val Inv (SMCDX) mutual fund falls under the mid-cap mixed category. SMCDX focuses its investments in USA and SMCDX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Spec Md Cp Val Inv (SMCDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMCDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMCDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund primarily invests for the long term in common stocks (see stock research) of mid-sized growth companies. It considers a mid-sized company as one having a market capitalization of $1.5 billion to $12 billion. The fund purchases stocks (see stock research) in businesses that the management believes could double in value in four years after purchase.

Management Analysis Update

Performance Analysis Update