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

(NASDAQ Mutual Funds) As of Jan 16, 2018 10:13 PM ET

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$43.52 USD

+0.20 (0.46%)

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 Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 24.04 39
3 months 5.22 35
6 months 12.49 18
1 Year 24.05 39
3 Year 11.60 15
5 Year 12.08 29
10 Year 5.84 36

* 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 18.34
% Yield 0.43
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 158.21
%Turnover 12/31/2017 69.90

Risk

3 Year 5 Year 10 Year
Beta 0.91 0.95 1.13
Alpha 1.34 -2.33 -3.00
R Squared 0.65 0.67 0.84
Std. Dev. 11.26 10.97 18.57
Sharpe 1.05 1.13 3.00

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
United States 62.97
Other 9.87
Japan 5.88
United Kingdom 5.71
Germany 4.52
Canada 3.39
France 1.57
Spain 1.28
Hong Kong 1.03
Sweden 0.91

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2017)
% of Portfolio Value (Mil$)
NOMAD FOODS LIMITED 2.04 5.28
NOVANTA INC 1.92 4.97
DENNYS CORPORATION 1.80 4.66
CSW INDUSTRIALS INC 1.75 4.54
WD-40 1.68 4.35
AEON DELIGHT CO LTD 1.60 4.14
DOUGLAS DYNAMICS 1.59 4.11
BELDEN INC 1.54 3.97
GERRESHEIMER AG 1.52 3.93

Stock Holding % of Net Assets

As Of 10/31/2017
Total Issues NA
Avg. P/E 27.91
Avg. P/Book 2.82
Avg. EPS Growth 4.4
Avg. Market Value (Mil $) 2,282

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 29.00
Foreign Stock 31.52
Emerging Market 0.00
Precious Metal 3.94
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 19.03