Wells Fargo Advantage Small Cap Value A (smvax)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Wells Fargo Advantage Small Cap Value A (SMVAX) Description: SMVAX is a mutual fund, which is an investment that owns a basket of assets. The SMVAX 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 long management tenure and is in the large fund size classification. SMVAXs minimum initial investment amount is $1000 while the IRA minimum is $250. SMVAXs expense ratio is roughly 1%. The latest SMVAXs front end load was 6% and the back end load was 0%. The Wells Fargo Advantage Small Cap Value A (SMVAX) mutual fund falls under the small mixed category. SMVAX focuses its investments in USA and SMVAX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Small Cap Value A (SMVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMVAXs research report features technical analysis and long term investment potential.
This investment vehicle seeks long-term growth of capital. The fund primarily invests at least 80% of net assets (plus borrowings for investment purposes) in the stock of companies with market capitalizations under $3 billion at the time of initial purchase. It invests in stocks (see stock research) that are undervalued and must also have good prospects for long-term growth and an identifiable catalyst that could move the stock higher in the succeeding 12 months.