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AMPAX vs WFMIX

Both AMPAX and WFMIX are mutual funds. AMPAX has a lower 5-year return than WFMIX (11.85% vs 12.9%). AMPAX has a higher expense ratio than WFMIX (1.21% vs 0.81%). Below is the comparison between AMPAX and WFMIX.

AMPAX WFMIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Value U.S. Equity: Mid-Cap Value
Family American Beacon Wells Fargo Funds
Net Assets $63.30M $7.39B
Expense Ratio 1.21% 0.81%
Management Style active active
Dividend Yield 0.78% 0.54%
Minimum Investment $3,000.00 $1,000,000.00
YTD Return 27.07% 20.96%
1-Year Return 8.79% 8.93%
3-Year Return 10.04% 14.12%
5-Year Return 11.85% 12.90%
10-Year Return 11.52% 13.17%

AMPAX description

The Fund seeks capital appreciation and current income by investing in securities of U.S. companies with market capitalizations similar to the market capitalizations of the companies in the Russell Midcap Index at the time of investment.

AMPAX performance & returns

YTD Return 27.07%
1-Month Return 1.79%
3-Month Return 8.79%
1-Year Return 8.79%
3-Year Return 10.04%
5-Year Return 11.85%
10-Year Return 11.52%
AMPAX expense ratio is 1.21%.

AMPAX holdings

Top 10 Holdings (23.29% of Total Assets)

Name Symbol % Assets
Future on S&P Mid 400 Dec20 N/A 4.88%
State Street Instl US Govt MMkt Slct GVSXX 4.87%
Axis Capital Holdings Ltd AXS 2.66%
Aarons Holdings Co Inc Ordinary Shares AAN 2.18%
MGM Growth Properties LLC A MGP 1.74%
Marvell Technology Group Ltd MRVL 1.61%
Westinghouse Air Brake Technologies Corp WAB 1.48%
Fidelity National Financial Inc FNF 1.41%
Marriott Vacations Worldwide Corp VAC 1.23%
Ally Financial Inc ALLY 1.23%

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WFMIX description

The Fund seeks capital growth by investing at least 65% of its assets in equity securities of medium capitalization companies the manager believes present attractive opportunities, but which have not been highly recognized by investment analysts or the financial press.

WFMIX performance & returns

YTD Return 20.96%
1-Month Return 0.87%
3-Month Return 8.93%
1-Year Return 8.93%
3-Year Return 14.12%
5-Year Return 12.90%
10-Year Return 13.17%
WFMIX expense ratio is 0.81%.

WFMIX holdings

Top 10 Holdings (27.88% of Total Assets)

Name Symbol % Assets
Brown & Brown Inc BRO 2.94%
Alcon Inc ALC 2.94%
Carlisle Companies Inc CSL 2.90%
CBRE Group Inc Class A CBRE 2.89%
Republic Services Inc Class A RSG 2.88%
Reynolds Consumer Products Inc Ordinary Shares REYN 2.87%
Wells Fargo Government MMkt Select WFFXX 2.75%
Amdocs Ltd DOX 2.65%
Arch Capital Group Ltd ACGL 2.58%
American Water Works Co Inc AWK 2.48%

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