Wells Fargo Advantage Lg Company Val C
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Large Value | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 300.00K | | Year-to-Date Return: | 17.43% | | Yield: | 1.02% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-08 |
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Stephen L Block
Lead Manager since
21-Mar-08 | | | Block founded Block Capital in March 2005, and joined Phocas Financial Corporation in March 2006. He has 10 years experience in corporate finance, investments, and actuarial science. Prior to joining Bay Isle in 1996, he was a senior financial analyst in M&T Bank?s finance department and an actuarial consultant for Howard Johnson & Co.M. Block 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 long-term capital appreciation. The fund invests principally in equity securities of large-capitalization companies, with market capitalizations of $3 billion or more. It normally invests at least 80% of assets in equity securities of large capitalization companies and up to 25% of assets in foreign securities through ADRs and similar investments. Furthermore, the fund may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return. |
| Last Dividend
(24-Sep-09):
| 0.01 | | Last Cap Gain
(12-Dec-08):
| 1.13 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 75.50% |
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| Expense | WFLVX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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