Wells Fargo Small Company Growth Fund - Class Inst (WSCGX)

$38.03
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Small Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Wells Fargo Small Company Growth Fund - Class Inst 38 1.06 6.53% -1.73% 0.95%
U.S. Small Cap - Growth 38 1.04 7.35% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.46% 5.12% 0.34%
Year-to-Date 6.53% 7.35% -0.83%
1 Year 15.10% 0.00% 15.10%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

38%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 38% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.95%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,198

Real cost (fees + lost compounding)

$1,483

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
1.92%