Mutual Funds - Profile

Wells Fargo Common Stock Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

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

The sub advisor’s investment process begins with identifying companies that are out of favor for temporary reasons or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a private market valuation model to analyze a company’s cash flows, assets, competitive position, management and financial strength, and growth potential.

The team also meets company management and focuses on the long-term strategic direction of the company.

The fund has the flexibility to More

Price

  • Last Close
  • $11.72
    -0.18
  • 52 Week HL
  • $14.29 - $9.99
  • Net Assets
  • $1080 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 18, 2021

Company Holding
Masonite International 2.35
LivaNova PLC 2.15
United Rentals 1.97
Dana Incorporated 1.96
8x8 Inc 1.94
Company Holding
Bio Rad 1.91
Air Lease 1.88
Sun Communities 1.84
ON Semiconductor 1.83
Armstrong World 1.77
Total 19.6%

Manager

  • Name
  • Christopher Miller
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Wells Capital Management Incorporated

Documents

  • Prospectus
  • Annual Reports

Performance
-2.7 % YTD

  • 3 Year
  • -7.91%
  • 5 Year
  • -1.55%
  • Best
  • 40.17%
    2009
  • Worst
  • -35.38%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
STSAX -3%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 0.4% 7.2% -32.5% 14.1% -0.8% 5.5% 1% 4% 3.1% 9.4% -
Q2 - 6.4% 24.7% 4% 5.3% -0.2% -0.4% -0.7% 3.6% 1.9% -
Q3 - -1.2% 6.8% -1.6% 4.3% 4.5% 7.4% -8.9% -5% 7% -
Q4 - -21% 17.2% -12.4% -15.7% 5.1% 4.8% 2.9% 3.7% 7.8% -

Returns +
M

J F M A M J J A S O N D
2022 -2.7% - - - - - - - - - - -
2021 -1.8% 6.5% 2.4% 6.2% -0.7% 0.9% 1.5% 1.7% -4.2% 5.6% -3.5% -22.5%

Annual
Return

Index Comparison

Alpha

NAV