Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 16, 2009, 11:29PM ET - U.S. Markets Closed. Dow Down 0.10% Nasdaq Up 0.27%
Wells Fargo Advantage CA Ltd-Term T/F A (SFCIX)On Dec 16: 10.48   0.00 (0.00%)  
MORE ON SFCIX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Wells Fargo Advantage CA Ltd-Term T/F A
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Muni California Interm/Short
Fund Family:Wells Fargo Advantage
Net Assets:82.58M
Year-to-Date Return:8.14%
Yield:3.51%
Morningstar Rating:2 stars
Fund Inception Date:18-Nov-92
MORNINGSTAR STYLE BOX 
Muni California Interm/Short
[View Category Definition]
View Top Muni California Interm/Short Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Stephen Galiani
Lead Manager since 01-Jun-02
Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice.
INVESTMENT INFORMATION 
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
SFCIX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks income exempt from federal and California income taxes while preserving capital. The fund normally invests at least 80% of assets in municipal securities that pay interest exempt from federal income tax and California individual income tax; up to 20% of assets in securities that pay interest subject to federal income taxes, including federal AMT; and up to 10% of total assets in below investment-grade municipal securities. The fund is nondiversified.
FUND OPERATIONS 
Last Dividend (30-Nov-09): 0.02
Last Cap Gain (9-Dec-05): 0.03
Annual Holdings Turnover 64.00%
Average for Category: 41.41%
FEES & EXPENSES 
ExpenseSFCIXCategory
Avg
Total Expense Ratio:% 0.86%
Max 12b1 Fee:% N/A
Max Front End Sales Load:3.00% 2.77%
Max Deferred Sales Load:% 1.92%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$366
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$568
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,150
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials