Wells Fargo Advantage U.S. Value B
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Large Value |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
3.21M |
| Year-to-Date Return: |
-5.35% |
| Yield: |
0.61% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Nov-00 |
|
Robert Costomiris
Lead Manager since
01-Oct-01 |
|
| Costomiris is a portfolio manager with Wells Fargo. Previously, Costomiris was with Strong Capital Management from April 2001 to April 2005. Prior to joining the company, he was director of research at Thomson Horstmann & Bryant, Inc. Before that, he was senior investment consultant at Hewitt Associates, LLC. Costomiris holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$50 |
| 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 invest in any sector. |
| Last Dividend
(18-Dec-07):
|
0.03 |
| Last Cap Gain
(14-Dec-07):
|
3.98 |
| Annual Holdings Turnover
|
17.00% |
| Average for Category:
|
56.64% |
|
| Expense |
WFUBX |
Category
Avg |
| Total Expense Ratio: |
2.00%
|
1.31% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.34% |
| Max Deferred Sales Load: |
5.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$947 |
$595 |
| 5 Yr Expense Projection*: |
$1,316 |
$913 |
| 10 Yr Expense Projection*: |
$2,129 |
$1,795 |
|
|
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