EKWAX (WellsFargo:Prec Met;A)
Net Asset Value: 61.22
1-Day Return:
1.45 (2.43%)
YTD Return as of 5/23/12:
-15.22%
Classification: Gold Oriented Objective: Precious Metals Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
- li>
- li>
- li>
- li>
- li>
Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | -15.22 | -22.34 | 5.04 | 6.66 | 14.67 |
| Classification | -15.99 | -26.37 | 4.10 | 3.92 | 11.56 |
| Index (S&P 500) | 5.80 | 2.30 | 16.50 | -0.70 | 3.90 |
| % Rank in Class (1-best,100=worst) | 48 | 21 | 29 | 18 | 12 |
Fund Stats
More| Investment Objective: | Precious Metals |
|---|---|
| Net Assets ($Mil) | 655.70 |
| Inception Date: | 1/20/98 |
| Manager Name, Tenure | Michael Bradshaw, 2006 |
| Expense Ratio: | 1.05% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 2/29/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Newcrest Mining Ltd Ord | NA | 9.06 |
| Goldcorp Inc Ord | G | 8.59 |
| Randgold Resources Ltd Dr | GOLD | 7.89 |
| Barrick Gold Corp Ord | ABX | 6.29 |
| Yamana Gold Inc Ord | NA | 4.99 |
| Eldorado Gold Corp Ord | ELD | 4.99 |
| Kinross Gold Corp Ord | K | 4.71 |
| Iamgold Corp Ord | NA | 4.43 |
| Newmont Mining Corp Ord | NEM | 3.55 |
| Agnico Eagle Mines Ltd Ord | AEM | 2.47 |
| % of Total Holdings | 56.97 | |
![[sm061210things]](http://s.wsj.net/public/resources/images/PF-AC562_sm0612_C_20120514113337.jpg)
![[sm0612wedding4]](http://s.wsj.net/public/resources/images/PF-AC579_sm0612_C_20120515172853.jpg)
![[sm0612strat]](http://s.wsj.net/public/resources/images/PF-AC580_sm0612_C_20120515180019.jpg)
![[sm0612roi]](http://s.wsj.net/public/resources/images/PF-AC573_sm0612_C_20120515125902.jpg)