• Wells Fargo Precious Metals Fund

Wells Fargo Funds

  • Global
  • Precious Metals/Minerals

Wells Fargo Precious Metals Fund

EKWYX

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

$47.75 ( +0.64 )

52 Week HL

$58.53 - $43.42

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

-2.9 %

3 Year

41.34%

5 Year

25.84%

Best

72.88%
2002

Worst

-21.82%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 17.3% -12.7% -19.6% 8.4% -8.7% 8.4% 42.8% -5.3% 11.6% -16.7% -
Q2 -18.6% 3.5% 57% 16.1% 1.2% -1.3% 36.5% -0.9% 15.4% -34% -
Q3 - -10.6% 6% 7.6% -15.9% 1.7% -4.3% -18.6% -18.8% 9.7% -
Q4 - 7% -8.7% 8.6% 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 -4.7% 12.8% 9.2% -7.3% -10.8% - - - - - - -
2021 -5% -11.2% 3.5% 5.8% 13% -13.5% 3.9% -5.3% -9.1% 12.9% -3.7% -1.5%

+
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
EKWYX -3%-14%22%40%-13%10%46%--7%--7%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -3%-42%7%12%-6%-9%37%--20%--7%

EKWYX S&P 500

Chart +