Wells Fargo Advantage Mid Cap Discp Adm
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Mid-Cap Blend | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 96.32M | | Year-to-Date Return: | 24.83% | | Yield: | 0.98% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Apr-05 |
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Bryant VanCronkhite
Lead Manager since
22-Jan-09 | | | VanCronkhite is responsible for managing the Strategic Small Cap Value Fund. He has managed since 2009, when he became a co-Portfolio Manager with the Disciplined Value Equity Team at Wells Capital Management. Prior to his current role, he was a senior research analyst on the Disciplined Value Equity Team from 2004 to 2009. Prior to joining Wells Capital Management, VanCronkhite was a mutual fund accountant for Strong Capital Management. VanCronkhite holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long term capital appreciation. The fund principally invests in equity securities of medium-capitalization companies that believed present attractive opportunities, but have not been widely recognized by investment analysts or the financial press. Medium-capitalization companies are defined as companies whose market capitalization is substantially similar to that of companies in the Russell Midcap index. It normally invests at least 80% of assets in securities of medium-capitalization companies and up to 25% of total assets in foreign securities. |
| Last Dividend
(18-Dec-08):
| 0.17 | | Last Cap Gain
(14-Dec-07):
| 1.88 | | Annual Holdings Turnover
| 158.00% | | Average for Category:
| 90.44% |
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| Expense | WFMDX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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1.27% Nasdaq 0.00%
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