Wells Fargo Advantage Opportunity C
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Mid-Cap Blend |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
200.00K |
| Year-to-Date Return: |
-3.17% |
| Yield: |
0.42% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Apr-08 |
|
Ann M. Miletti
Lead Manager since
01-Oct-01 |
|
| Miletti is responsible for managing the fund as lead Portfolio Manager. She had previously jointly managed the Opportunity Fund and its predecessor fund as Co-Portfolio Manager with Richard T. Weiss from 2001 until 2008.She joined Wells Capital Management in 2005 as a portfolio manager. Prior to joining Wells Capital Management, she was with Strong Capital Management, Inc. (SCM) since 1991. From August 1998 to September 2001, Miletti was an associate manager of equity accounts. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$250 |
| 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 invests principally in equity securities of medium-capitalization companies that believed to be under-priced yet have attractive growth prospects. It normally invests at least 80% of total assets in equity securities and up to 25% of assets in foreign securities. |
| Last Dividend
(17-Dec-09):
|
0.13 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
55.00% |
| Average for Category:
|
91.38% |
|
| Expense |
WFOPX |
Category
Avg |
| Total Expense Ratio: |
2.06%
|
1.38% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
5.26% |
| Max Deferred Sales Load: |
1.00%
|
2.34% |
| 3 Yr Expense Projection*: |
$658 |
$638 |
| 5 Yr Expense Projection*: |
$1,132 |
$985 |
| 10 Yr Expense Projection*: |
$2,445 |
$1,976 |
|
|
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