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Collecting data for NVSOX

Wells quote and profile

 
 Companies |  Insiders  | Dashboard  
     
37.96
  
FUND
(0.50)  Macroaxis: -1.3 Down   1.30%  
May 22 2013 

Diversification Suggestion

Use Wells to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Wells Fargo Advantage Trend or Check current 30 days Wells correlation with market (S&P 500)
1 Month Beta 1.28  
Highest Price:  
Lowest Price:  
38.46  
35.21  
May 21 2013 
April 22 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Wells will likely underperform.
Wells Fargo Advantage Small Cap Opp Adm Large BetaWells Fargo Advantage Beta Legend
NVSOX United States NASDAQ
Wells Fargo Advantage Small Cap Opp Adm
Wells Fargo Advantage
Small Growth
Benchmark S&P 500
Contact Number: 866. 765. 0778
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset632.29 M
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.83 % Macroaxis: 0.83 Moved Down  
 
 United States NYSE   0.94 % Macroaxis: 0.94 Moved Down  
 
 thisRed NVSOX NVSOX agains markets  1.30 % Macroaxis: change 1.3 Moved Down  
 
 United States Russel   1.65 % Macroaxis: change 1.65 Moved Down  
 
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Jenny Jones  Money Manager
Fund Manager since January 1, 2003
Jones is an executive vice president of Schroders and was an employee of Schroders since 2003. Previously, she was employed at Morgan Stanley Investment Management, where she was an executive director. ...
    

Wells Price and Market Media

The median price of Wells for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 37.24 with a coefficient of variation of 2.68. The daily time series for the period is distributed with a sample standard deviation of 0.99, arithmetic mean of 36.95, and mean deviation of 0.85. The Fund did not receive any noticable media coverage during the period.
Wells         SP 500
Price Growth (%)
 

Wells Summary

Wells Fargo Advantage Small Cap Opp Adm [NVSOX] is traded in USA and was established in August 14, 1996. The fund is listed under Small Growth category and is part of Wells Fargo Advantage family. This fund now has accumulated 632.29 M in assets with minimum initial investment of 1000 K. Wells Fargo Advantage Small Cap Opp Adm is currently producing year-to-date (YTD) return of 6.47% with the current yeild of 0.21%, while the total return for the last 3 years was 20.97%.

Fund Instrument Allocation for Wells

The fund consists of 91.39% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Past Market
Over 30
Days
29
Out Of
100
 
Chance of
Less
Than
%
 
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Wells Research Report

Wells vs. Vanguard

Correlation analysis and fundamentals comparison between Wells Fargo Advantage and Vanguard Small Cap G

Wells Asset Under Management

Wells Fargo Advantage Small Cap Opp Adm is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 92.43 Billion. Wells maintains roughly 632.29 Million in net asset contributing less than 1% to funds listed under Small Growth category.

Wells Fundamentals

Ten Year Return vs Net Asset
Price to Earning vs Holdings Turnover
Ten Year Return vs Minimum Initial Investment
Three Year Return vs Holdings Turnover

Wells vs Competition

Wells vs. Vanguard Small Cap Growth Index Inv
Wells vs. T Rowe Price New Horizons
Wells vs. Vanguard Small Cap Growth Index Admiral
Wells vs. Vanguard Small Cap Growth Index I
Wells vs. Vanguard Explorer Adm
Wells vs. Vanguard Explorer Inv
Wells vs. T Rowe Price SmallCap Stock
Wells vs. T Rowe Price SmallCap Stock Adv
Wells vs. Royce Pennsylvania Mutual Instl
Wells vs. Royce Pennsylvania Mutual R

Wells May 22 2013 Opportunity Range

Downside Deviation0.9892
Information Ratio0.1371
Maximum Drawdown2.98
Value At Risk(0.56)
Potential Upside1.45

 
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