Wells Fargo Advantage Sm Cap Discp C
525 Market Street San Francisco CA 94163
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Phone: 800-222-8222
| Category: | Small Blend | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 130.00K | | Year-to-Date Return: | 11.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-08 |
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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 | | 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 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 77.00% | | Average for Category:
| 92.45% |
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| Expense | WSCDX | Category
Avg | | Total Expense Ratio: | 2.21%
| 1.40% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.34% | | 3 Yr Expense Projection*: |
$ 709 | $618 | | 5 Yr Expense Projection*: |
$ 1,221 | $996 | | 10 Yr Expense Projection*: |
$ 2,627 | $2,008 |
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