SOPFX Rating, Research - Wells Fargo Advantage Opportunity Inv

Wells Fargo Advantage Opportunity Inv (sopfx)

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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 = 34

Threats + Weaknesses = 32

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research). It invests in securities of companies believed by advisor to be undervalued in the market place in relation to factors such as the companys assets, sales, earnings, or growth potential. It focuses on investments in medium-sized companies, but may also invest substantially in larger or smaller companies. The fund may also invest in foreign securities.

Management Analysis Update

Performance Analysis Update