Use Wells to reduce overall market volatility in the long term. The fund experiences large bullish trend
1 Month Beta ..........
0.84
As returns on market increase, Wells returns are expected to increase less than the market. However during bear market, the loss on holding Wells will be expected to be smaller as well.
The median price of Wells for the period between Sun, Apr 22, 2012 and Tue, May 22, 2012 is 61.56 with a coefficient of variation of 6.02. The daily time series for the period is distributed with a sample standard deviation of 3.76, arithmetic mean of 62.49, and mean deviation of 3.3. The Fund did not receive any noticable media coverage during the period.
Wells Fargo Advantage Precious Metals A [EKWAX] is traded in USA and was established in January 19, 1998. The fund is listed under Equity Precious Metals category and is part of Wells Fargo Advantage family. This fund currently has accumulated 1.1 B in assets under management (AUM) with minimum initial investment of 1 K. Wells Fargo Advantage Precious Metals A is currently producing year-to-date (YTD) return of -6.92% with the current yeild of 1.88%, while the total return for the last 3 years was 21.49%.
Fund Instrument Allocation for Wells
The fund consists of 95.21% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Over the last 30 days Wells Fargo Advantage Precious Metals A has generated negative risk-adjusted returns adding no value to investors with long positions.
Wells Fargo Advantage Precious Metals A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Equity Precious Metals category is currently estimated at about 36.64 Billion. Wells holds roughly 1.1 Billion in net asset claiming about 3.0% of all funds under Equity Precious Metals category.
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