SSMVX Rating, Research - Wells Fargo Advantage Small Cap Val Inv

Wells Fargo Advantage Small Cap Val Inv (ssmvx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 30

Threats + Weaknesses = 33

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term total return. The fund normally invests at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities (see equity research) of small-cap companies. It invests primarily in equity securities (see equity research), principally common and preferred stocks (see stock research), of small-cap companies with market capitalizations that fall within the range of the Russell 2000 Index.

Management Analysis Update

Wells Fargo Advantage Small Cap Val Inv has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update