CBMAX : Wells Fargo C&B Mid Cap Value Fund - Class A

CBMAX is a US Stocks Market Mid-Cap Value with HIGH fees.

CBMAX

Wells Fargo C&B Mid Cap Value Fund - Class A

FI Score

31 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

31% FI Score
  • cbmax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Wells Fargo C&B Mid Cap Value Fund - Class A

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term total return consistent with minimizing risk to principal. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell Midcap® Index at the time of purchase.

Largest Holdings

Amount Holding
3.46% Helen Of Troy Ltd
3.37% Arrow Electronics Inc
3.22% TCF Financial Corp
3.01% Hill-Rom Holdings Inc
2.93% Syneos Health Inc A
2.85% Perrigo Co PLC
2.82% Colfax Corp
2.75% State Street Corporation
2.71% TE Connectivity Ltd
2.71% Integra Lifesciences Holdings Corp
2.56% Progressive Corp
2.43% FirstCash Inc
2.42% Laboratory Corp of America Holdings
2.41% AerCap Holdings NV
2.31% BWX Technologies Inc
2.29% AMETEK Inc
2.27% Eaton Corp PLC
2.26% Amdocs Ltd
2.21% Omnicom Group Inc
2.18% Synchrony Financial
2.15% Snap-on Inc
2.13% American Eagle Outfitters Inc
2.12% Essent Group Ltd
2.12% Globe Life Inc
2.07% MKS Instruments Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo