Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down0.08% Nasdaq Down0.83%

Wells Fargo Advantage DJ Target 2030 B (SGPBX)

16.36 Down 0.02(0.12%) Apr 23
Get the big picture on all your investments.

Profile as of Mar 30, 2014Get Profile for:
Wells Fargo Advantage DJ Target 2030 B
Wells Fargo Funds Trust525 Market StreetSan Francisco DE 94163
Map
Phone: 800-222-8222
Fund Overview 
Category:Target Date 2026-2030
Fund Family:Wells Fargo Advantage
Net Assets:2.88B
Year-to-Date Return:1.49%
Yield:0.35%
Morningstar Rating:2 stars
Fund Inception Date:Mar 3, 1997
Morningstar Style Box 
Target Date 2026-2030
[View Category Definition]
View Top Target Date 2026-2030 Funds
About the Morningstar Style Box
Management Information 
Paul T. Torregrosa
Lead Manager since Jul 1, 2010
Mr. Torregrosa is jointly responsible for managing the Funds. Mr. Torregrosa joined GIA in 2007 and currently serves as co-portfolio manager and director of research. Prior to joining GIA, Mr. Torregrosa held senior research positions at United Investment Managers, Inc. from 2006 to 2007 and at Iron Capital Advisors from 2004 to 2006. Both firms were affiliates of Gray Investment Services Corporation Company. Education: B.S.,Economics, Virginia Tech; M.A., Economics, Washington University; PHD, Finance, Pamplin College of Business, Virginia Tech.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:1,000
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:50
SGPBX can be purchased from 46 brokerages.

Fund Summary 
The investment seeks to approximate, before fees and expenses, the total return of the Dow Jones Target 2030 IndexSM. The fund invests at least 80% of the fund's total assets in equity, fixed income and money market securities designed to approximate the holdings and weightings of the securities in the Dow Jones Target 2030 IndexSM. As of February 28, 2013, the Dow Jones Target 2030 IndexSM included equity, fixed income and money market securities in the weights of 68%, 28% and 4%.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 10, 2013) : 0.00
Annual Holdings Turnover (Apr 21, 2014) : 25.00%
Average for Category:23.29%
Fees & Expenses 
ExpenseSGPBXCategory Avg
Annual Report Expense Ratio (net):1.77%0.54%
Prospectus Net Expense Ratio:1.62%N/A
Prospectus Gross Expense Ratio:1.82%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:N/A5.27%
Max Deferred Sales Load: 5.00%2.24%
3 Yr Expense Projection*:833611
5 Yr Expense Projection*:1,147942
10 Yr Expense Projection*:1,8132,365
* Per $10,000 invested