Nasdaq - Delayed Quote USD

Wells Fargo Small Cap Value Fund - Class Inst (WFSVX)

13.11 +0.01 (+0.08%)
As of December 10 at 8:01 PM EST. Market Open.

Fund Summary

Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies; and up to 30% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of small-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the Russell 2500™ Index at the time of purchase.

Wells Fargo Small Cap Value Fund - Class Inst

Wells Fargo Funds Trust
525 Market Street
800-260-5969

Fund Overview

Category Small Blend
Fund Family Wells Fargo Funds
Net Assets 429.18M
YTD Return 9.24%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Operations

Last Dividend 0.06
Last Cap Gain 0.00
Holdings Turnover 37.00%
Average for Category --

Fees & Expenses

Expense WFSVX Category Average
Annual Report Expense Ratio (net) 0.88% 1.03%
Prospectus Net Expense Ratio 0.88% --
Prospectus Gross Expense Ratio 1.04% --
Max 12b1 Fee 0.00% --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 315 --
5 Yr Expense Projection 558 --
10 Yr Expense Projection 1,257 --

Management Information

Garth Nisbet, Lead Manager since May 23, 2019
Garth R. Nisbet is a senior portfolio manager on the Stageline Value Equity team at Wells Fargo Asset Management (WFAM). Before joining WFAM in 2011, he served as senior vice president and senior portfolio manager at Quest Investment Management Inc. for six years. Earlier in his career, Garth served as senior vice president and senior portfolio manager at Columbia Management. In addition, he served as Crabbe Huson Group’s chief investment officer for four years. He began his investment career in 1985 with the State of Wisconsin Investment Board. Garth earned a bachelor’s degree in economics and communications from the University of Washington and a master’s degree in business administration with an emphasis in finance from the University of Wisconsin. He has earned the right to use the CFA designation and is member of CFA Institute and the CFA Society of Portland, where he previously served as president.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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