Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 16, 2009, 4:19PM ET - U.S. Markets Closed. Dow Down 0.10% Nasdaq Up 0.27%
Wells Fargo Advantage Sm Cap Discp A (WFSMX)On Dec 15: 12.53  Down 0.05 (0.40%)  
MORE ON WFSMX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Wells Fargo Advantage Sm Cap Discp A
Wells Fargo Funds Trust 525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Blend
Fund Family:Wells Fargo Advantage
Net Assets:240.00K
Year-to-Date Return:16.23%
Yield:0.09%
Morningstar Rating:2 stars
Fund Inception Date:01-Apr-08
MORNINGSTAR STYLE BOX 
Small Blend
[View Category Definition]
View Top Small Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
WFSMX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long term capital appreciation. The fund invests principally in equity securities of small-capitalization companies that believed present attractive opportunities but have not been widely recognized by investment analyst or the financial press. Small-capitalization companies are defined as companies whose market capitalization is substantially similar to that of companies in the Russell 2500 index. It normally invests at least 80% of assets in securities of small capitalization companies and up to 25% of total assets in foreign securities.
FUND OPERATIONS 
Last Dividend (18-Dec-08): 0.01
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 77.00%
Average for Category: 91.53%
FEES & EXPENSES 
ExpenseWFSMXCategory
Avg
Total Expense Ratio:% 1.41%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.75% 5.36%
Max Deferred Sales Load:% 2.34%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$620
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$994
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,000
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials