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Wells Fargo Advantage Opportunity Fund – SOPFX

Investor Class

CUSIP 949915466

Share Price 10-08-15 46.90

Daily Change 0.55

YTD Return -1.78%

Morningstar Category Mid-Cap Growth

Inception Date 12-31-1985

Fund Number 3212

Net Fund Assets as of 09-30-2015 $1,705,752,908.81

Overall Morningstar Rating™ (out of 649 funds)
as of 08-31-2015
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Morningstar RatingMorningstar Rating

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MORNINGSTAR RATINGS™ as of 08-31-2015

Category = Mid-Cap Growth

3-year Morningstar Rating™ (out of 649 funds)   Morningstar RatingMorningstar RatingMorningstar Rating

5-year Morningstar Rating™ (out of 582 funds)   Morningstar RatingMorningstar Rating

10-year Morningstar Rating™ (out of 445 funds)   Morningstar RatingMorningstar Rating

Overall Morningstar Rating™ (out of 649 funds)   Morningstar RatingMorningstar Rating

The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) ratings, based on risk-adjusted returns. Click here for more information.

Morningstar® Style Box™as of 08-31-2015
Morningstar Style Box
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Lipper Multi-Cap Core Funds

1-year   414 out of 744

3-year   440 out of 650

5-year   469 out of 571

10-year   186 out of 360

Past performance is no guarantee of future results.


    1-year 3-year 5-year 10-year Since Inception

Opportunity Fund       -2.30%   11.22%   9.47%   6.03%   11.84%

Russell 3000 Index       -0.49%   12.53%   13.28%   6.92%   --

Figures quoted represent past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Click here for current month-end performance.
Investor Class shares are sold without a front-end sales charge or contingent deferred sales charge.


Net Expense Ratio – effective since 07-01-15   1.24%

Gross Expense Ratio   1.33%

The advisor has committed, through 01-31-17, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waiver, excluding certain expenses, at 1.23%. After this time, the cap may be increased or terminated only with the approval of the Board of Trustees. Without this cap, the fund's returns would have been lower.


2014     9.99%
2013     29.94%
2012     14.10%
2011   -6.91%
2010     21.24%
2009     47.16%
2008   -40.38%
2007     4.98%
2006     11.75%
2005     7.22%

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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