Mutual Funds - Profile

Wells Fargo Premier Large Company Growth Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process focuses on companies with sustainable revenue and earnings growth potential not yet been recognized by the market.

Next, the research team looks for companies that are market leaders or establishing new markets or are undergoing dynamic change.

In addition, the team uses bottom-up research to identify companies having a successful strategy execution and strong business models.

The fund has the flexibility to invest in any sector, and at times emphasize one or More

Price

  • Last Close
  • $20.15
    -1.21
  • 52 Week HL
  • $21.44 - $15.61
  • Net Assets
  • $3390 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 19, 2021

Company Holding
Microsoft Corporation 8.53
Amazon Com 7.36
Alphabet Inc 4.44
Mastercard Incorporated 3.99
PayPal Holdings 3.31
Company Holding
MarketAxess Holdings 2.83
Pinterest, Inc. 2.09
Generac Holdlings 2.04
Facebook Inc 1.92
Microchip Technology 1.85
Total 38.36%

Manager

  • Name
  • Thomas (Tom) Ognar
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Wells Capital Management Incorporated

Documents

  • Prospectus
  • Annual Reports

Performance
12 % YTD

  • 3 Year
  • 60.03%
  • 5 Year
  • 131.14%
  • Best
  • 34.52%
    2017
  • Worst
  • -3.25%
    2016

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
EKJRX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.3% -16.3% 18.5% 5.3% 10.5% -4.3% 3.5% -0.3% 7.4% - -
Q2 9.5% 28.7% 5.4% 9.3% 6.4% -0.4% -0.3% 3.3% 2.4% -100% -
Q3 6.6% 10% -2.6% 8.2% 6.4% 5.5% -6.3% 0.7% 11% -100% -
Q4 - 2% -0.6% -16.9% 7.5% -3.8% 5.8% 4.9% 8.7% 0.5% -

Returns +
M

J F M A M J J A S O N D
2021 -1.3% 4.2% -1.6% 6.5% -3.3% 6.3% 3.2% 3.1% 0.2% -5.2% - -
2020 3.8% -6.6% -13.7% 16.6% 6.6% 3.6% 9.7% 7.3% -3.3% -1.3% 10.8% -6.7%

Annual Return

Index Comparison

Alpha

NAV