Wells Fargo Advantage Capital Growth Inv
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Large Growth | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 214.11M | | Year-to-Date Return: | 21.76% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-97 |
|
Thomas J. Pence
Lead Manager since
04-May-04 | | | Pence is managing director and senior portfolio manager of Wells Capital Management. Previously, he was with Strong Capital Management from October 2000 to April 2005. Previously, he was chief equity investment officer and senior vice president at Conseco Capital Management which he joined in 1991 and a senior security analyst at another company in the forest-products and natural-gas industries. Pence holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in securities of large-capitalization companies with market capitalizations of $3 billion or more that has the potential for capital growth. It may invest up to 25% of assets in foreign securities through ADRs and similar investments. |
| Last Dividend
(26-Mar-03):
| 0.01 | | Last Cap Gain
(12-Dec-08):
| 0.51 | | Annual Holdings Turnover
| 172.00% | | Average for Category:
| 110.55% |
|
| Expense | SLGIX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 437 | $672 | | 5 Yr Expense Projection*: |
$ 758 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,666 | $2,074 |
|
|
0.34% Nasdaq 
Profile
