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

(MF) As of Sep 28, 2016 06:05 PM ET

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$40.06 USD

+0.33 (0.83%)

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 Aug 31, 2016

Total Return %* Percentile Rank Objective
YTD 13.96 3
3 months 4.71 14
6 months 18.61 5
1 Year 7.26 30
3 Year 7.74 28
5 Year 9.16 37
10 Year 6.03 25

* 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 8.97
% Yield 0.50
% SEC Yield NA
Net Assets (Mil $) 8/31/2016 145.60
%Turnover 8/31/2016 55.00

Risk

3 Year 5 Year 10 Year
Beta 0.96 1.10 1.12
Alpha -3.42 -5.91 -1.54
R Squared 0.68 0.76 0.84
Std. Dev. 12.70 14.83 18.79
Sharpe 0.67 0.69 3.00

Sector / Country Weightings

As of 8/31/2016 % of Portfolio
United States 64.19
Other 10.24
United Kingdom 5.52
Japan 4.35
Germany 4.03
Canada 2.59
Italy 1.63
Spain 1.54
Switzerland 1.41
France 1.36

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2016)
% of Portfolio Value (Mil$)
KRISPY KREME DOUGHNUTS IN 2.23 4.86
GSI GROUP INC 2.22 4.82
EAGLE MATERIALS INC 2.02 4.39
DOUGLAS DYNAMICS 1.96 4.27
QUAKER CHEMICAL 1.95 4.23
VISHAY INTERTECHNOLOGY IN 1.93 4.19
ANALOGIC 1.91 4.15
MUELLER INDUSTRIES 1.91 4.15
SIMPSON MANUFACTURING 1.91 4.14

Stock Holding % of Net Assets

As Of 4/30/2016
Total Issues NA
Avg. P/E 27.02
Avg. P/Book 2.66
Avg. EPS Growth 11.27
Avg. Market Value (Mil $) 1,804

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 51.68
Foreign Stock 42.49
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00