Wells Fargo Advantage Large Co Core B
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Large Blend | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 1.67M | | Year-to-Date Return: | 30.86% | | Yield: | 0.37% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jul-08 |
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David A. Katz
Lead Manager since
01-Jan-05 | | | Katz is the president and chief investment officer of Matrix Asset Advisors, where he is currently employed. Katz co-founded Value Matrix Management in 1986. In 1990, he merged Value Matrix Management into Matrix Asset Advisors. Prior to forming Matrix, he served on the investment policy committee at Management Asset Corporation in 1984. Katz holds the Chartered Financial Analyst designation. |
| 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 total return comprised of long-term capital appreciation and current income. The fund invests principally in equity securities of approximately 30 to 50 large-capitalization companies. It normally invests at least 80% of assets in securities of large-capitalization companies and up to 25% of assets in foreign securities through ADRs and similar investments. |
| Last Dividend
(25-Mar-09):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 70.87% |
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| Expense | SGNBX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.09% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 946 | $774 | | 5 Yr Expense Projection*: |
$ 1,326 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,172 | $2,366 |
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1.52% Nasdaq 
0.06 (0.31%) 
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