Wells Fargo Advantage Small Cap Growth A 525 Market Street San Francisco CA 94163 Map
Phone: 800-222-8222
| Category: | Small Growth | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 164.63M | | Year-to-Date Return: | 36.40% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jul-90 |
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Stuart Roberts
Lead Manager since
13-Jul-90 | | | Roberts joined Wells Capital Management in 2003 as a portfolio manager. Previously, he was a senior portfolio manager with Montgomery Asset Management since 1990. Prior to joining Montgomery, he spent five years as a portfolio manager and vice president for Founders Asset Management. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests principally in small-sized companies that have market capitalizations of less than $2 billion at the time of purchase and that the fund?s adviser believes have above-average growth potential. It normally invests at least 80% of assets in small capitalization securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(14-Dec-07):
| 2.30 | | Annual Holdings Turnover
| 82.00% | | Average for Category:
| 132.21% |
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| Expense | MNSCX | Category Avg | | Total Expense Ratio: | 1.41%
| 1.61% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,019 | $680 | | 5 Yr Expense Projection*: |
$ 1,349 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,281 | $2,174 |
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