Wells Fargo Advantage Sm/Md Cap Val A
Wells Fargo Funds Trust 525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Small Blend |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
32.93M |
| Year-to-Date Return: |
-3.31% |
| Yield: |
0.73% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Jul-07 |
|
I. Charles Rinaldi
Lead Manager since
28-Mar-02 |
|
| Rinaldi serves as managing director and senior portfolio manager for the Value Equity team at Wells Capital Management. He has oversight and portfolio management responsibility for the team?s Small Cap Value and SMID Cap Value services. He joined Wells Capital Management from Strong Capital Management. |
| 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 primarily invests at least 80% of net assets in stocks of small- and medium capitalization companies with market capitalizations within the range of the Russell 2500TM index that the fund's manager believed are undervalued relative to the market based on earnings, cash flow, or asset value. It may invest in up to 30% of assets in foreign securities through ADRs and similar investments. |
| Last Dividend
(17-Dec-09):
|
0.09 |
| Last Cap Gain
(14-Dec-07):
|
1.59 |
| Annual Holdings Turnover
|
35.00% |
| Average for Category:
|
96.31% |
|
| Expense |
WFVAX |
Category
Avg |
| Total Expense Ratio: |
1.40%
|
1.53% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.41% |
| 3 Yr Expense Projection*: |
$1,030 |
$629 |
| 5 Yr Expense Projection*: |
$1,372 |
$1,005 |
| 10 Yr Expense Projection*: |
$2,336 |
$2,021 |
|
|
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