STDIX Rating, Research - Wells Fargo Advantage Discovery Inv

Wells Fargo Advantage Discovery Inv (stdix)

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 = 32

Threats + Weaknesses = 24

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities (see equity research) of companies that have market capitalizations in the range of the companies in the Russell Midcap Value Index at the time of purchase, that the Advisor believes are undervalued and have the potential for long-term growth. It may invest up to 20% of total assets in foreign securities. The fund also may invest in real estate investment trusts.

Management Analysis Update

Wells Fargo Advantage Discovery Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. Wells Fargo Advantage Discovery Inv's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update