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Wf Global Opportunities Fund Class A: (MF: EKGAX)

(NASDAQ Mutual Funds) As of May 25, 2018 08:15 PM ET

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$43.07 USD

+0.01 (0.02%)

Zacks MF Rank 2-Buy   2      

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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Latest Performance as of Apr 30, 2018

Total Return %* Percentile Rank Objective
YTD -0.30 52
3 months -3.27 23
6 months 3.82 34
1 Year 15.44 32
3 Year 9.56 17
5 Year 10.55 21
10 Year 6.46 38

* Annual for three years and beyond.

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 Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 22.14
% Yield 0.43
% SEC Yield
Net Assets (Mil $) 4/30/2018 149.17
%Turnover 4/30/2018 61.38

Risk

3 Year 5 Year 10 Year
Beta 0.86 0.92 1.11
Alpha 0.58 -1.05 -2.82
R Squared 0.61 0.66 0.84
Std. Dev. 11.33 11.24 18.21
Sharpe 0.85 0.96 3.00

Sector / Country Weightings

As of 4/30/2018 % of Portfolio
United States 61.81
Other 10.43
Japan 6.22
United Kingdom 5.28
Germany 4.86
Canada 3.51
France 1.83
Spain 1.26
Hong Kong 0.99
Australia 0.95

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2018)
% of Portfolio Value (Mil$)
NOMAD FOODS LIMITED 2.06 5.73
DENNYS CORPORATION 1.92 5.35
NOVANTA INC 1.85 5.15
WD-40 1.74 4.85
DOUGLAS DYNAMICS 1.64 4.56
APTARGROUP INC 1.63 4.52
KMG CHEMICALS INC 1.62 4.50
CSW INDUSTRIALS INC 1.59 4.43
WESTWOOD HOLDINGS GROUP 1.59 4.41

Stock Holding % of Net Assets

As Of 1/31/2018
Total Issues
Avg. P/E 27.30
Avg. P/Book 2.77
Avg. EPS Growth 4.81
Avg. Market Value (Mil $) 2,440

Allocation

% of Portfolio
Large Growth 0.00
Large Value 9.13
Small Growth 21.99
Small Value 15.46
Foreign Stock 32.60
Emerging Market 0.00
Precious Metal 2.18
Intermediate Bond 12.26
Foreign Bond 0.00
High Yield Bond 0.00