STRFX Rating, Research - Wells Fargo Advantage Large Cap Gr Inv

Wells Fargo Advantage Large Cap Gr Inv (strfx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

BUY

SWOT Statistics

Strengths + Opportunities = 240

Threats + Weaknesses = 144

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund normally invests in common stocks (see stock research) issued by both domestic and foreign issuers. The portfolio invests in companies it believes have above-average growth potential. It focuses on investing the funds assets in securities issued by larger-sized companies. The fund may also make substantial investments in securities issued by medium and smaller companies.


Management Analysis Update


Performance Analysis Update