Ratings & Risk for Wells Fargo Advantage Spclzd Tech Inv (WFTZX)

Morningstar Category: Technology
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    61
    5-Year Above Average Average
    61
    10-Year 37
    Overall Above Average Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 24.08 0.41 0.11
    5-Year 21.35 0.60 0.20
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 81.94 0.92 16.90
    3-Year 78.90 1.09 10.97
    5-Year 71.24 1.13 5.73
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009