Wells Fargo Advantage Mid Cap Growth Inv
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Mid-Cap Growth |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
30.55M |
| Year-to-Date Return: |
-3.61% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
11-Apr-05 |
|
Jerome Cam Philpott
Lead Manager since
30-Dec-01 |
|
| Philpott joined Wells Capital Management in 2003 as a portfolio manager. Prior to joining Wells Capital Management, he was a portfolio manager with Montgomery Asset Management, which he joined in 1991 as an analyst for the small cap equity team. Previously, he served as a securities analyst with Boettcher & Company and a general securities analyst at Berger Associates, Inc. Philpott 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 long-term capital appreciation. The fund normally invests at least 80% of assets in mid-capitalization securities. Mid capitalization companies are companies which have a total stock market value within the range of the Russell Midcap index. |
| Last Dividend
|
N/A |
| Last Cap Gain
(14-Dec-07):
|
1.31 |
| Annual Holdings Turnover
|
68.00% |
| Average for Category:
|
138.22% |
|
| Expense |
WFMZX |
Category
Avg |
| Total Expense Ratio: |
1.46%
|
1.46% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$481 |
$651 |
| 5 Yr Expense Projection*: |
$838 |
$1,030 |
| 10 Yr Expense Projection*: |
$1,843 |
$2,053 |
|
|
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