Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The fund is a feeder fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
Also, the fund may invest in additional master portfolios, in other Wells Fargo Funds, or directly in a portfolio of securities.
The sub-adviser’s investment process sta
Link
Fund Manager(s)
- Paul von Kuster
- Daniel Hagen
- William Grierson
- Samuel Smith
- Ryan Smith
Price
Documents
Performance
YTD
1.2%
3 Year
-47.07%
5 Year
-31.36%
Best
16.90%
2019
Worst
-30.49%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.6% | 7.1% | -11.5% | 5.2% | -27.9% | 15.3% | 4.7% | 7.2% | -6.1% | 6.8% |
| Q2 | -4.4% | 5.2% | -15.2% | 65.4% | 29.4% | 2.1% | 11.3% | 2.1% | 3.5% | 2.9% |
| Q3 | - | -5.9% | -3.3% | -37.2% | -5.5% | -5.2% | 6.3% | 5% | 9% | -12.9% |
| Q4 | - | 7.1% | -4.3% | 5.4% | -18.2% | 3% | -19.6% | 4.2% | 1.7% | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.4% | 8% | 1.9% | -5.3% | - | - | - | - | - | - | - | - |
| 2023 | 9.8% | 0.2% | -2.7% | -1.7% | -0.7% | 7.8% | 3.7% | -3% | -6.4% | -7.1% | 8.3% | 5.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1% | 12% | -31% | -26% | 12% | 17% | -4% | 0% | 8% | -4% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WSCRX | 1% | 12% | -31% | -26% | 12% | 17% | -4% | - | 8% | -4% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 1% | 12% | 1% | -28% | -22% | -11% | 6% | - | -3% | -2% |