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Wells Fargo Advantage Mid Cap Growth Adm (WMCGX)

On Feb 9: 4.92 USD  Up 0.07 (1.44%)  
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Profile  As of 31-Jan-10 Get Profile for:
Wells Fargo Advantage Mid Cap Growth Adm
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
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FUND OVERVIEW
Category: Mid-Cap Growth
Fund Family: Wells Fargo Advantage
Net Assets: 19.99M
Year-to-Date Return: -3.55%
Yield: 0.00%
Morningstar Rating: 4 stars
Fund Inception Date: 01-Apr-08
MORNINGSTAR STYLE BOX
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Jerome Cam Philpott
Lead Manager since 30-Dec-01
Philpott joined Wells Capital Management in 2003 as a portfolio manager. Prior to joining Wells Capital Management, he was a portfolio manager with Montgomery Asset Management, which he joined in 1991 as an analyst for the small cap equity team. Previously, he served as a securities analyst with Boettcher & Company and a general securities analyst at Berger Associates, Inc. Philpott holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
Min Initial Investment: $1,000,000
Min Initial Investment, IRA: NaN
Min Initial Investment, AIP: NaN
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: N/A
Min Subsequent Investment, AIP: N/A
WMCGX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in mid-capitalization securities. Mid capitalization companies are companies which have a total stock market value within the range of the Russell Midcap index.
FUND OPERATIONS
Last Dividend N/A
Last Cap Gain N/A
Annual Holdings Turnover 68.00%
Average for Category: 138.22%
FEES & EXPENSES
Expense WMCGX Category
Avg
Total Expense Ratio: 1.16% 1.46%
Max 12b1 Fee: 0.00% N/A
Max Front End Sales Load: % 5.37%
Max Deferred Sales Load: % 2.68%
3 Yr Expense Projection*: $403 $651
5 Yr Expense Projection*: $710 $1,030
10 Yr Expense Projection*: $1,582 $2,053
* Per $10,000 invested


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