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    Wells Fargo Advantage Capital Growth Inv (SLGIX)

    16.68 Up 0.09(0.54%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    Wells Fargo Advantage Capital Growth Inv
    Wells Fargo Funds Trust525 Market StreetSan Francisco DE 94163
    Map
    Phone: 800-222-8222
    Fund Overview 
    Category:Large Growth
    Fund Family:Wells Fargo Advantage
    Net Assets:359.26M
    Year-to-Date Return:9.27%
    Yield:0.07%
    Morningstar Rating:3 stars
    Fund Inception Date:Nov 3, 1997
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Michael T. Smith
    Lead Manager since Jan 10, 2012
    Mike Smith serves as co-portfolio manager of the Fundamental Growth Equity Team at Wells Capital Management. Mike has co-portfolio management responsibility for all growth equity portfolios managed by the team. He joined Wells Capital Management in 2005 from Strong Capital Management where he served as a senior research analyst focusing primarily on the healthcare sector. Prior to joining Strong in 2000, Mike served as a research analyst and trader at Conseco Capital Management. Mike attended DePauw University, where he graduated with a bachelor’s degree in economics. He serves on the McDermond Center for Management and Entrepreneurship Advisory Board at DePauw University. He has earned the right to use the CFA designation.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    SLGIX can be purchased from 111 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of large-capitalization companies and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of large-capitalization companies that the advisor believes offer the potential for capital growth. The manager defines large-capitalization companies as those with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2014) : 0.00
    Annual Holdings Turnover (Dec 23, 2014) : 94.00%
    Average for Category:55.27%
    Fees & Expenses 
    ExpenseSLGIXCategory Avg
    Annual Report Expense Ratio (net):1.17%1.20%
    Prospectus Net Expense Ratio:1.17%N/A
    Prospectus Gross Expense Ratio:1.32%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:404535
    5 Yr Expense Projection*:709847
    10 Yr Expense Projection*:1,5771,712
    * Per $10,000 invested