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Wells Fargo Diversified Income Bldr A (EKSAX)

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Wells Fargo Diversified Income Bldr A

Wells Fargo Funds Trust525 Market Street, 12th FloorSan Francisco CA 94163
800-222-8222
Management Information
Margaret D. Patel,Lead Manager since May 31, 2007
Margaret Patel has been with Wells Capital Management or one of its predecessors since 2007. She is currently a managing director and senior portfolio manager with Wells Capital Management's Fundamental Equity group. Ms. Patel has more than 30 years experience managing various fixed income and equity funds. Previously, she served as a senior vice president and portfolio manager with Pioneer Investments, as well as a vice president with Third Avenue Funds and Northstar Investment Management While working at Pioneer Investments, she was nominated twice for Morningstar's "Fixed Income Manager of the Year." She was featured among the nation's top 20 mutual fund managers in Market Masters by Kirk Kazanjian, published by John Wiley Sons (February 2005), in World Beaters published by Citywire Group (UK: December 2004), and in The Mutual Fund Masters: A Revealing Look Into the Minds and Strategies of Wall Street's Best and Brightest by Bill Griffeth, published by Irwin Professional Publishing (December 1994). For her extensive knowledge and expertise in the investment world, Ms. Patel has been quoted regularly in publications such as The Wall Street Journal, Barron's, Money, and Bloomberg BusinessWeek. She is also a frequent guest on CNBC-TV, Bloomberg Business News, and FOX Business television as well as Bloomberg Radio. Ms. Patel has been working in the investment management field since 1972. She is a member of the New York Society of Security Analysts. Ms. Patel received a B.S. in economics from the University of Pittsburgh.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--15% to 30% Equity
Fund FamilyWells Fargo Funds
Net Assets703.71M
YTD Return6.64%
Yield3.36%
Morningstar Rating★★★★★
Inception DateApr 13, 1987

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover38.00%
Average for CategoryN/A

Fees & Expenses

ExpenseEKSAXCategory Average
Annual Report Expense Ratio (net)1.08%0.67%
Prospectus Net Expense Ratio1.08%N/A
Prospectus Gross Expense Ratio1.08%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales Load5.75%4.73%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection899N/A
5 Yr Expense Projection1,136N/A
10 Yr Expense Projection1,816N/A