SGRNX : Wells Fargo Growth Fund - Class Inst

SGRNX is a US Stocks Market Large Growth with MODERATE fees.

SGRNX

Wells Fargo Growth Fund - Class Inst

FI Score

65 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

65% FI Score
  • sgrnx
  • Mutual Fund
  • US Stocks
  • Large Growth

Wells Fargo Growth Fund - Class Inst

Expenses: 0.75% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of companies that the advisor believes have prospects for robust and sustainable growth of revenues and earnings. The fund may invest in the equity securities of companies of any market capitalization.

Largest Holdings

Amount Holding
9.24% Amazon.com Inc
6.48% Microsoft Corp
5.32% Alphabet Inc A
3.48% Mastercard Inc A
3.14% Microchip Technology Inc
3.12% Visa Inc Class A
3.10% Apple Inc
2.75% Facebook Inc A
2.57% Envestnet Inc
2.50% MarketAxess Holdings Inc
1.77% Boston Scientific Corp
1.68% Monolithic Power Systems Inc
1.67% Global Payments Inc
1.67% PayPal Holdings Inc
1.57% Veeva Systems Inc Class A
1.56% Norfolk Southern Corp
1.51% Union Pacific Corp
1.44% CSX Corp
1.43% Burlington Stores Inc
1.42% Copart Inc
1.41% Pinterest Inc
1.41% Tradeweb Markets Inc
1.36% Waste Connections Inc
1.34% Dynatrace Inc
1.26% Splunk 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