• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up1.82% Nasdaq Up2.46%

    Wells Fargo Advantage WB Tactical Equity (WBGAX)

    17.79 Up 0.27(1.54%) Sep 2

    Profile as of Jul 30, 2015Get Profile for:
    Wells Fargo Advantage WB Tactical Equity
    Wells Fargo Funds Trust525 Market Street, 12th FloorSan Francisco CA 94163
    Phone: 800-222-8222
    Fund Overview 
    Category:World Stock
    Fund Family:Wells Fargo Advantage
    Net Assets:453.43M
    Year-to-Date Return:4.88%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 1, 1997
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    Kandarp R. Acharya
    Lead Manager since Sep 30, 2013
    Mr. Acharya joined Wells Capital Management in 2013, where he currently serves as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Acharya led the Advanced Analytics and Quantitative Research Group at Wells Fargo Wealth Management, where he also led the development and implementation of quantitative tactical allocation models as a member of the firm’s Asset Allocation Committee.
    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
    WBGAX can be purchased from 85 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation with no emphasis on income. The Portfolio is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by investing at least 80% of the Portfolio's net assets in equity securities. The Portfolio is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth. The fund may invest up to 10% of the Portfolio's net assets in bond or alternative-style asset classes.

    Fund Operations 
    Last Dividend (Dec 27, 2012) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 30, 2013) : 27.00%
    Average for Category:39.94%
    Fees & Expenses 
    ExpenseWBGAXCategory Avg
    Annual Report Expense Ratio (net):1.50%1.29%
    Prospectus Net Expense Ratio:2.26%N/A
    Prospectus Gross Expense Ratio:2.27%N/A
    Max 12b1 Fee:0.75%N/A
    Max Front End Sales Load:1.50%5.29%
    Max Deferred Sales Load: N/A1.98%
    3 Yr Expense Projection*:858665
    5 Yr Expense Projection*:1,3661,102
    10 Yr Expense Projection*:2,7622,957
    * Per $10,000 invested