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Wells Fargo Advantage Sm Cap Discp C (WSCDX)

On Feb 9: 12.03 USD  Up 0.14 (1.18%)  
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Profile  As of 31-Jan-10 Get Profile for:
Wells Fargo Advantage Sm Cap Discp C
Wells Fargo Funds Trust 525 Market Street San Francisco CA 94163
Phone: 800-222-8222
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FUND OVERVIEW
Category: Small Blend
Fund Family: Wells Fargo Advantage
Net Assets: 140.00K
Year-to-Date Return: -3.57%
Yield: 0.00%
Morningstar Rating: 2 stars
Fund Inception Date: 01-Apr-08
MORNINGSTAR STYLE BOX
Small Blend
[View Category Definition]
View Top Small Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
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.
INVESTMENT INFORMATION
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
WSCDX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks long term capital appreciation. The fund invests principally in equity securities of small-capitalization companies that believed present attractive opportunities but have not been widely recognized by investment analyst or the financial press. Small-capitalization companies are defined as companies whose market capitalization is substantially similar to that of companies in the Russell 2500 index. It normally invests at least 80% of assets in securities of small capitalization companies and up to 25% of total assets in foreign securities.
FUND OPERATIONS
Last Dividend N/A
Last Cap Gain N/A
Annual Holdings Turnover 64.00%
Average for Category: 96.31%
FEES & EXPENSES
Expense WSCDX Category
Avg
Total Expense Ratio: 2.21% 1.53%
Max 12b1 Fee: 0.75% N/A
Max Front End Sales Load: % 5.37%
Max Deferred Sales Load: 1.00% 2.41%
3 Yr Expense Projection*: $709 $629
5 Yr Expense Projection*: $1,221 $1,005
10 Yr Expense Projection*: $2,627 $2,021
* Per $10,000 invested


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