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Wells Fargo Advantage Capital Growth Fund – SLGIX

Investor Class

CUSIP 949915623

Share Price 10-06-15 15.78

Daily Change -0.23

YTD Return -4.13%

Morningstar Category Large Growth

Inception Date 11-03-1997

Fund Number 3204

Net Fund Assets as of 09-30-2015 $280,490,187.83

Overall Morningstar Rating™ (out of 1528 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 = Large Growth

3-year Morningstar Rating™ (out of 1528 funds)   Morningstar RatingMorningstar Rating

5-year Morningstar Rating™ (out of 1325 funds)   Morningstar RatingMorningstar Rating

10-year Morningstar Rating™ (out of 926 funds)   Morningstar Rating

Overall Morningstar Rating™ (out of 1528 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 Large-Cap Growth Funds

1-year   620 out of 680

3-year   519 out of 603

5-year   410 out of 525

10-year   356 out of 384

Past performance is no guarantee of future results.


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

Capital Growth Fund       -2.62%   10.80%   11.08%   5.00%   7.24%

Russell 1000 Growth Index       3.17%   13.61%   14.47%   8.09%   --

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   1.17%

Gross Expense Ratio   1.32%

The advisor has committed, through 11-30-15, 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 1.17%. 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     7.36%
2013     37.76%
2012     15.83%
2011   -5.78%
2010     16.77%
2009     34.53%
2008   -45.64%
2007     18.08%
2006     4.36%
2005     9.44%

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

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