EIVIX : Wells Fargo Classic Value Fund - Class Inst

EIVIX is a US Stocks Market Large Blend with MODERATE fees.

EIVIX

Wells Fargo Classic Value Fund - Class Inst

FI Score

54 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

54% FI Score
  • eivix
  • Mutual Fund
  • US Stocks
  • Large Blend

Wells Fargo Classic Value Fund - Class Inst

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of large-capitalization companies and up to 20% of the fund's total assets in equity securities of foreign issuers, through ADRs and similar investments. It invests principally in equity securities of approximately 30 to 50 large-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments.

Largest Holdings

Amount Holding
3.90% Mondelez International Inc Class A
3.71% Kellogg Co
3.62% Comcast Corp Class A
3.59% Merck & Co Inc
3.24% Gilead Sciences Inc
3.13% NextEra Energy Inc
3.10% Bank of America Corp
3.05% JPMorgan Chase & Co
2.96% Verizon Communications Inc
2.93% Cisco Systems Inc
2.89% Honeywell International Inc
2.89% Advance Auto Parts Inc
2.84% Allstate Corp
2.65% Alphabet Inc Class C
2.61% Intercontinental Exchange Inc
2.58% Cigna Corp
2.56% The Kroger Co
2.54% Goldman Sachs Group Inc
2.53% Eli Lilly and Co
2.44% PNC Financial Services Group Inc
2.31% Truist Financial Corp
2.30% Procter & Gamble Co
2.28% United Parcel Service Inc Class B
2.24% The Walt Disney Co
2.24% Chevron Corp

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