Wells Fargo Advantage Short-Term Bd C
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Short-Term Bond |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
7.06M |
| Year-to-Date Return: |
0.99% |
| Yield: |
2.50% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Apr-08 |
|
Jay N. Mueller
Lead Manager since
21-Apr-04 |
|
| Mueller currently is a portfolio manager with Wells Capital Management. Previously He was Director of Fixed Income with Strong Capital Management, his employer from 1991 until April 2005. Previously, Mueller spent four years as a taxable fixed-income portfolio manager and derivatives specialist with R. Meeder & Associates and five years as an analyst with Harris Bancorp. Mueller 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 current income consistent with capital preservation. The fund invests normally at least 80% of assets in debt securities; up to 25% of assets in U.S. dollar-denominated debt securities of foreign issuers; and up to 25% of assets in below investment-grade debt securities. It generally invests in securities that are rated at least BB by Standard & Poor's. Its average effective duration is expected to be 3 years or less. |
| Last Dividend
(29-Jan-10):
|
0.01 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
50.00% |
| Average for Category:
|
109.82% |
|
| Expense |
WFSHX |
Category
Avg |
| Total Expense Ratio: |
1.55%
|
0.92% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
2.54% |
| Max Deferred Sales Load: |
1.00%
|
2.13% |
| 3 Yr Expense Projection*: |
$524 |
$409 |
| 5 Yr Expense Projection*: |
$913 |
$646 |
| 10 Yr Expense Projection*: |
$2,003 |
$1,333 |
|
|
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