WFMIX : Wells Fargo Special Mid Cap Value Fund - Class Inst

WFMIX is a US Stocks Market Mid-Cap Value with MODERATE fees.

WFMIX

Wells Fargo Special Mid Cap Value Fund - Class Inst

FI Score

61 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

61% FI Score
  • wfmix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Wells Fargo Special Mid Cap Value Fund - Class Inst

Expenses: 0.82% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund normally 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 manager defines as securities of companies with market capitalizations within the range of the Russell Midcap® Index at the time of purchase.

Largest Holdings

Amount Holding
3.17% Amdocs Ltd
2.91% Alcon Inc
2.89% Reynolds Consumer Products Inc Ordinary Shares
2.63% Varian Medical Systems Inc
2.60% Brown & Brown Inc
2.43% Humana Inc
2.41% CBRE Group Inc Class A
2.34% Republic Services Inc Class A
2.22% Stanley Black & Decker Inc
2.15% Kansas City Southern
2.08% Invitation Homes Inc
2.06% Discovery Inc C
2.05% Allstate Corp
2.05% FirstEnergy Corp
2.03% American Water Works Co Inc
1.95% American Electric Power Co Inc
1.86% Jacobs Engineering Group Inc
1.81% Carlisle Companies Inc
1.79% Zimmer Biomet Holdings Inc
1.75% PPG Industries Inc
1.73% Masco Corp
1.71% Yum China Holdings Inc
1.70% Regions Financial Corp
1.68% Molson Coors Beverage Co B
1.66% Arch Capital Group Ltd

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