EVSIX : Wells Fargo Disciplined U.S. Core Fund - Class Inst

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

EVSIX

Wells Fargo Disciplined U.S. Core Fund - Class Inst

FI Score

64 /100

Expense Ratio Rating

7 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

64% FI Score
  • evsix
  • Mutual Fund
  • US Stocks
  • Large Blend

Wells Fargo Disciplined U.S. Core Fund - Class Inst

Expenses: 0.48% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of U.S. large-capitalization companies. It invests principally in equity securities of large-capitalization companies, which the managers define as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase. Furthermore, the fund may use futures to manage risk or to enhance return.

Largest Holdings

Amount Holding
5.87% Microsoft Corp
5.12% Apple Inc
4.17% Amazon.com Inc
2.06% Johnson & Johnson
1.96% Alphabet Inc Class C
1.89% Alphabet Inc A
1.81% Facebook Inc A
1.68% Berkshire Hathaway Inc Class B
1.59% Procter & Gamble Co
1.57% Visa Inc Class A
1.50% UnitedHealth Group Inc
1.47% JPMorgan Chase & Co
1.46% Intel Corp
1.39% The Home Depot Inc
1.38% Verizon Communications Inc
1.32% E-mini S&P 500 Futures June20
1.32% Merck & Co Inc
1.31% AT&T Inc
1.18% Cisco Systems Inc
1.11% Amgen Inc
1.08% Walmart Inc
1.03% Exxon Mobil Corp
0.98% AbbVie Inc
0.98% Bristol-Myers Squibb Company
0.95% Medtronic PLC

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