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Wells Fargo Global Opportun A: (MF: EKGAX)

(MF) As of Apr 26, 2017 06:05 PM ET

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$41.32 USD

+0.17 (0.41%)

Zacks MF Rank 3-Hold     3    

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 Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 4.68 81
3 months 4.68 81
6 months 7.70 31
1 Year 18.85 11
3 Year 4.75 36
5 Year 9.59 27
10 Year 4.88 42

* 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 Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 16.01
% Yield 0.74
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 140.42
%Turnover 3/31/2017 92.74

Risk

3 Year 5 Year 10 Year
Beta 0.91 0.98 1.12
Alpha -4.12 -2.86 -2.65
R Squared 0.65 0.70 0.84
Std. Dev. 11.82 11.98 18.79
Sharpe 0.45 0.85 3.00

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
United States 65.72
Other 10.24
United Kingdom 5.27
Japan 4.19
Germany 3.96
Canada 1.93
Italy 1.78
Spain 1.64
Switzerland 1.38
France 0.87

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2017)
% of Portfolio Value (Mil$)
MUELLER INDUSTRIES 2.17 5.07
POPEYES LOUISIANA KITCHEN 2.05 4.79
NOVANTA INC 1.91 4.46
TREEHOUSE FOODS INC 1.87 4.37
KORN/FERRY INTERNATIONAL 1.84 4.30
DENNYS CORPORATION 1.83 4.27
DOUGLAS DYNAMICS 1.75 4.08
ANALOGIC 1.67 3.91
HELEN OF TROY 1.67 3.91

Stock Holding % of Net Assets

As Of 1/31/2017
Total Issues NA
Avg. P/E 26.40
Avg. P/Book 2.79
Avg. EPS Growth 6.94
Avg. Market Value (Mil $) 2,098

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 28.94
Small Value 24.72
Foreign Stock 33.68
Emerging Market 0.00
Precious Metal 2.15
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00