Dow Up0.76% Nasdaq Up0.69%

Wells Fargo Advantage WB Equity (WBGIX)

14.77 Up 0.07(0.48%) Oct 24

Profile as of Sep 29, 2014Get Profile for:
Wells Fargo Advantage WB Equity
Wells Fargo Funds Trust525 Market StreetSan Francisco DE 94163
Phone: 800-222-8222
Fund Overview 
Category:Large Growth
Fund Family:Wells Fargo Advantage
Net Assets:134.05M
Year-to-Date Return:1.43%
Morningstar Rating:1 stars
Fund Inception Date:Oct 1, 1997
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth 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
WBGIX can be purchased from 80 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 ("underlying 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 (through investments in underlying funds). The Portfolio is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth.

Fund Operations 
Last Dividend (Dec 29, 2010) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 11, 2013) : 26.00%
Average for Category:45.80%
Fees & Expenses 
ExpenseWBGIXCategory Avg
Annual Report Expense Ratio (net):1.50%1.20%
Prospectus Net Expense Ratio:2.28%N/A
Prospectus Gross Expense Ratio:2.39%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:1.50%5.45%
Max Deferred Sales Load: N/A2.28%
3 Yr Expense Projection*:874546
5 Yr Expense Projection*:1,397865
10 Yr Expense Projection*:2,8271,743
* Per $10,000 invested