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Wells Fargo Advantage WB Gr Allocation (WBGGX)

14.81 Down 0.10(0.67%) Sep 23

Profile as of Aug 30, 2014Get Profile for:
Wells Fargo Advantage WB Gr Allocation
Wells Fargo Funds Trust525 Market StreetSan Francisco DE 94163
Phone: 800-222-8222
Fund Overview 
Category:Aggressive Allocation
Fund Family:Wells Fargo Advantage
Net Assets:418.71M
Year-to-Date Return:4.06%
Morningstar Rating:2 stars
Fund Inception Date:Sep 30, 2004
Morningstar Style Box 
Aggressive Allocation
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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
WBGGX can be purchased from 67 brokerages.

Fund Summary 
The investment seeks capital appreciation with a secondary emphasis on current income. The Portfolio is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds ("underlying funds") to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by allocating up to 90% of its assets to stock funds, up to 20% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The portfolio invests 80% of its total assets in stock funds; 10% of its total assets in bond funds; and 10% of its total assets in alternative-style funds.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 10, 2013) : 0.00
Annual Holdings Turnover (Sep 21, 2014) : 60.00%
Average for Category:44.02%
Fees & Expenses 
ExpenseWBGGXCategory Avg
Annual Report Expense Ratio (net):1.50%0.89%
Prospectus Net Expense Ratio:2.21%N/A
Prospectus Gross Expense Ratio:2.28%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:1.50%5.26%
Max Deferred Sales Load: N/A2.52%
3 Yr Expense Projection*:845625
5 Yr Expense Projection*:1,346944
10 Yr Expense Projection*:2,7211,860
* Per $10,000 invested