Wells Fargo Advantage Sm Cap Discp C 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: |
140.00K |
| Year-to-Date Return: |
-3.57% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Apr-08 |
|
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. |
| 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 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. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
64.00% |
| Average for Category:
|
96.31% |
|
| 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 |
|
|