Wells Fargo Advantage Spclzd Fin Svcs A
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Financial | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 85.15M | | Year-to-Date Return: | 16.72% | | Yield: | 1.08% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jul-63 |
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Allen J. Ayvazian
Lead Manager since
31-Dec-04 | | | Ayvazian joined Wells Fargo in 1989 as a senior portfolio manager. Prior to joining Wells Fargo, he was the managing director for SAS Advisors from 1987 to 1989. He also served as a manager for institutional portfolios in previous positions with Citicorp and Bank of America. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | 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 growth. The fund normally invests at least 80% of net assets in equities of financial services holding companies, bank holding companies, commercial banks, savings and loan associations, brokerage companies, insurance companies, real estate-related companies, leasing companies, and consumer and industrial finance companies. |
| Last Dividend
(25-Mar-09):
| 0.01 | | Last Cap Gain
(14-Dec-07):
| 0.34 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 198.80% |
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| Expense | SIFEX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.72% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.11% | | Max Deferred Sales Load: | %
| 2.57% | | 3 Yr Expense Projection*: |
$ 1,038 | $892 | | 5 Yr Expense Projection*: |
$ 1,394 | $1,407 | | 10 Yr Expense Projection*: |
$ 2,395 | $2,648 |
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