Wells Fargo Advantage C&B Mid Cap Val A
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Mid-Cap Blend | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 17.13M | | Year-to-Date Return: | 22.11% | | Yield: | 1.33% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Jul-04 |
|
James R. Norris
Lead Manager since
18-Feb-98 | | | Norris spent nearly ten years with Sterling Capital Management as senior vice president of Equity Portfolio Management. He joined Cooke & Bieler in 1998 where he is currently a partner, portfolio manager and research analyst. Norris 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 maximum long-term total return consistent with minimizing risk to principal. The fund normally invests at least 80% of assets in mid-capitalization securities, which defined as securities of companies with market capitalizations within the range from $500 million to $10 billion. Furthermore, It may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return. |
| Last Dividend
(18-Dec-08):
| 0.17 | | Last Cap Gain
(14-Dec-07):
| 4.11 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.44% |
|
| Expense | CBMAX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
|
|
0.20% Nasdaq 
Profile
