ESPAX : Wells Fargo Special Small Cap Value Fund - Class A

ESPAX is a US Stocks Market Small Value with HIGH fees.

ESPAX

Wells Fargo Special Small Cap Value Fund - Class A

FI Score

50 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

50% FI Score
  • espax
  • Mutual Fund
  • US Stocks
  • Small Value

Wells Fargo Special Small Cap Value Fund - Class A

Expenses: 1.27% (Better than 0% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.

Largest Holdings

Amount Holding
2.78% Nomad Foods Ltd
2.66% Eagle Materials Inc
2.50% Innospec Inc
2.31% Mueller Industries Inc
2.29% Franklin Electric Co Inc
2.17% First Citizens BancShares Inc Class A
2.16% UMB Financial Corp
2.12% PolyOne Corp
2.03% Neenah Inc
1.95% Hawaiian Electric Industries Inc
1.95% Idacorp Inc
1.94% CSW Industrials Inc
1.86% Silgan Holdings Inc
1.80% J&J Snack Foods Corp
1.59% BJ's Wholesale Club Holdings Inc
1.55% Helen Of Troy Ltd
1.50% Denny's Corp
1.49% The Hanover Insurance Group Inc
1.45% Simpson Manufacturing Co Inc
1.37% Dine Brands Global Inc
1.29% First Hawaiian Inc
1.18% iShares Russell 2000 ETF
1.18% Schweitzer-Mauduit International Inc
1.16% Renasant Corp
1.15% Prestige Consumer Healthcare Inc

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