Wells Fargo Advantage Mid Cap Discp A
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Mid-Cap Blend |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
8.72M |
| Year-to-Date Return: |
-1.83% |
| Yield: |
0.99% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Jul-07 |
|
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: |
$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 principally invests in equity securities of medium-capitalization companies that believed present attractive opportunities, but have not been widely recognized by investment analysts or the financial press. Medium-capitalization companies are defined as companies whose market capitalization is substantially similar to that of companies in the Russell Midcap index. It normally invests at least 80% of assets in securities of medium-capitalization companies and up to 25% of total assets in foreign securities. |
| Last Dividend
(17-Dec-09):
|
0.17 |
| Last Cap Gain
(14-Dec-07):
|
1.88 |
| Annual Holdings Turnover
|
106.00% |
| Average for Category:
|
91.38% |
|
| Expense |
WFPAX |
Category
Avg |
| Total Expense Ratio: |
1.26%
|
1.38% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.26% |
| Max Deferred Sales Load: |
%
|
2.34% |
| 3 Yr Expense Projection*: |
$984 |
$638 |
| 5 Yr Expense Projection*: |
$1,293 |
$985 |
| 10 Yr Expense Projection*: |
$2,168 |
$1,976 |
|
|
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