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Wfa Global Opportunities Fd Cl A: (MF: EKGAX)

(MF) As of Apr 20, 2015 06:05 PM ET

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$39.30 USD

+0.20 (0.51%)

Zacks MF Rank : 4 - Sell [?]       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Mar 31, 2015

% Yield 0.05
% SEC Yield NA
% YTD Return (as of Mar 31, 2015) 4.71
Category Global - Equity
Peer GL SB

Zacks Premium Research for EKGAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Sell 4
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 14.57
Net Assets (Mil $) 3/31/2015 164.35
%Turnover 3/31/2015 52.12

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 52.43
Foreign Stock 25.20
Emerging Market 0.00
Precious Metal 1.64
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 12.72

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
United States 28.91
Other 22.80
United Kingdom 10.59
Germany 6.76
Japan 5.97
France 4.53
Italy 4.48
Switzerland 3.38
Spain 2.38
Netherlands 2.13

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2015)
% of Portfolio Value (Mil$)
KRISPY KREME DOUGHNUTS IN 3.60 5.01
TREEHOUSE FOODS INC 3.60 5.00
GSI GROUP INC 3.15 4.38
INNOSPEC 2.82 3.92
ACI WORLDWIDE INC 2.78 3.87
FRANKLIN ELECTRIC CO INC 2.78 3.86
BROWN & BROWN INC 2.70 3.76
SIMPSON MANUFACTURING 2.67 3.71
WD-40 2.63 3.65

Stock Holding % of Net Assets

As Of 1/31/2015
Total Issues NA
Avg. P/E 25.73
Avg. P/Book 3.01
Avg. EPS Growth 9.89
Avg. Market Value (Mil $) 1,913

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.26 1.15
Alpha -3.89 -6.77 0.02
R Squared 0.73 0.85 0.83
Std. Dev. 11.72 17.77 18.78
Sharpe 1.10 0.66 3.00