Despite high fees, a strong team and solid approach earn Wells Fargo Global Small Cap a Morningstar Analyst Rating of Bronze across all share classes.
Wells Fargo Global Small Cap Inst EKGIX
NAV / 1-Day Return
52.60
/
2.18
%
Total Assets
288.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
12.82
years
Category
World Small/Mid Stock
Investment Style
Small GrowthMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
65%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EKGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EKGIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EKGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of EKGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Expensive, but still a worthy option.
