The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 24.62 / 0.61 %
- Total Assets 33.9 Mil
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Adj. Expense Ratio
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield —
- Turnover 22%
Morningstar’s Analysis WFSSX
Will WFSSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 75
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 23.1