Wells Fargo Advantage US Value Inv
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Large Value |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
22.58M |
| Year-to-Date Return: |
-1.85% |
| Yield: |
1.19% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
29-Dec-95 |
|
Bryant VanCronkhite
Lead Manager since
22-Jan-09 |
|
| VanCronkhite is responsible for managing the Strategic Small Cap Value Fund. He has managed since 2009, when he became a co-Portfolio Manager with the Disciplined Value Equity Team at Wells Capital Management. Prior to his current role, he was a senior research analyst on the Disciplined Value Equity Team from 2004 to 2009. Prior to joining Wells Capital Management, VanCronkhite was a mutual fund accountant for Strong Capital Management. VanCronkhite holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks total return with an emphasis on long-term capital appreciation. The fund invests principally in securities of large-capitalization under-valued companies. It normally invests at least 80% of assets in U.S. securities of large-capitalization companies. The fund may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return. |
| Last Dividend
(17-Dec-09):
|
0.03 |
| Last Cap Gain
(14-Dec-07):
|
3.98 |
| Annual Holdings Turnover
|
64.00% |
| Average for Category:
|
69.44% |
|
| Expense |
SEQIX |
Category
Avg |
| Total Expense Ratio: |
1.33%
|
1.28% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.65% |
| 3 Yr Expense Projection*: |
$474 |
$599 |
| 5 Yr Expense Projection*: |
$837 |
$934 |
| 10 Yr Expense Projection*: |
$1,857 |
$1,838 |
|
|
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