Wells Fargo Advantage Income Plus Inv
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Intermediate-Term Bond | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 188.39M | | Year-to-Date Return: | 12.98% | | Yield: | 4.30% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jul-08 |
|
Thomas M. Price
Lead Manager since
30-Apr-05 | | | Price is a portfolio manager with Wells Capital Management. Previously, Price managed portfolios from May 1998 to April 2005 with Strong Capital Management. Prior to joining the firm, he served as a high-yield bond analyst with Northwestern Mutual Life Insurance. From 1989 to 1991, he was a financial analyst with Houlihan, Lokey, Howard & Zukin. Price 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 to maximize income while maintaining prospects for capital appreciation. The fund normally invests at least 80% of assets in income-producing securities and up to 35% of assets in debt securities that are below investment-grade and up to 25% of assets in debt securities of foreign issuers. It generally invests in securities that are rated at least CCC by S&P's. The average credit quality of the fund's portfolio is expected to be equivalent to B or higher. |
| Last Dividend
(23-Nov-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 455.00% | | Average for Category:
| 226.70% |
|
| Expense | WIPNX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
|
|
0.20% Nasdaq 
0.08 (0.70%) 
Profile
