• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up2.00% Nasdaq Up1.66%

    Wells Fargo Opportunity A (SOPVX)

    34.72 Up 0.77(2.27%) Feb 12

    Profile as of Jan 30, 2016Get Profile for:
    Wells Fargo Opportunity A
    Wells Fargo Funds Trust525 Market Street, 12th FloorSan Francisco CA 94163
    Map
    Phone: 800-222-8222
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:Wells Fargo Funds
    Net Assets:1.58B
    Year-to-Date Return:-6.02%
    Yield:1.36%
    Morningstar Rating:2 stars
    Fund Inception Date:Feb 24, 2000
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Ann M. Miletti
    Lead Manager since Oct 1, 2001
    Ann Miletti is a managing director and senior portfolio manager on the PMV Equity team at Wells Capital Management. In this role, she is lead portfolio manager for the PMV Small Cap, PMV SMID Cap, and PMV All Cap equity strategies. Ann began her investment industry career in 1991, joining Wells Capital Management in 2005 from Strong Capital Management where she served in a similar role. She began her career at Strong as an investor services representative and later, as an equity research analyst. Ann earned a bachelor’s degree in education from the University of Wisconsin, Milwaukee.
    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:N/A
    SOPVX can be purchased from 116 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its total assets in equity securities; and up to 25% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It may invest in the equity securities of companies of any market capitalization.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2015) : 0.00
    Annual Holdings Turnover (Feb 10, 2016) : 42.00%
    Average for Category:52.50%
    Fees & Expenses 
    ExpenseSOPVXCategory Avg
    Annual Report Expense Ratio (net):1.22%1.29%
    Prospectus Net Expense Ratio:1.20%N/A
    Prospectus Gross Expense Ratio:1.20%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:5.75%5.35%
    Max Deferred Sales Load: N/A2.04%
    3 Yr Expense Projection*:934519
    5 Yr Expense Projection*:1,197835
    10 Yr Expense Projection*:1,9461,722
    * Per $10,000 invested