• Wells Fargo Precious Metals Fund

Wells Fargo Funds

  • Global
  • Precious Metals/Minerals

Wells Fargo Precious Metals Fund

EKWDX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process utilizes both top-down macroeconomic analysis and bottom-up stock selection.

Next, the research team invests in foreign securities, including American Depositary Receipts and similar investments, which are typically denominated in non-U.S. currencies, and may also invest in U.S. securities.

The team invests a significant portion More

Price

Last Close

$45.89 ( -0.23 )

52 Week HL

$58.06 - $43.04

Net Assets

$385.95 M

Expense Ratio

0.79 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 19, 2021

Company Name

  • Kinross Gold
  • Barrick Gold
  • Kirkland Lake
  • Northern Star
  • Franco Nevada

Holding

  • 8.02
  • 7.10
  • 6.38
  • 5.51
  • 5.02

Company Name

  • Endeavour Mining
  • Royal Gold
  • Special Investments
  • Gold Fields
  • AngloGold Ashanti
  • Total

Holding

  • 4.88
  • 4.85
  • 4.78
  • 4.55
  • 4.30
  • 55.39%

Manager

Name

Michael Bradshaw

Leadership

Single Manager

Tenure

2003

Advisor

Wells Capital Management Incorporated

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-1 %

3 Year

44.49%

5 Year

26.4%

Best

45.59%
2016

Worst

-48.54%
2013

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 18.2% -12.8% -19.6% 8.4% -8.7% 8.3% 42.7% -5.4% 11.5% -16.8% -
Q2 -7.4% 3.4% 57% 16.1% 1.1% -1.3% 36.5% -1% 15.3% -34% -
Q3 - -2.1% 6% 7.5% -15.9% 1.7% -4.3% -18.6% -18.8% 9.7% -
Q4 - -1.8% -8.5% 8.8% 12% 0.9% -21.9% -1% -10.6% -14.8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 - 4.2% 13.5% -7.4% -9.6% - - - - - - -
2021 -5% -11.2% 3.5% 5.8% 13.1% -13.5% 3.9% -5.3% -0.5% 3.1% -3.4% -2.5%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
EKWDX -1%-14%22%40%-13%10%46%-25%-7%-49%-8%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -1%-43%7%12%-6%-9%37%-24%-20%-78%-8%

EKWDX S&P 500

Chart +