The fund benchmarks the performance of its portfolio against Merrill Lynch High Yield Index. Wells Fargo Funds. ae ct the Fund's performance. Revenue sharing fees are usually paid by the fund's distributor, investment advisor, or an affiliate of the fund, as a percentage of Wells Fargo Advisors' aggregate value of client assets invested in the funds. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. endobj Wells Fargo Advantage Dow Jones Target Date Funds . The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Investing in all mutual funds entails risk. 2 0 obj The fund benchmarks the performance of its portfolio against Merrill Lynch High Yield Index. Wells Fargo Advantage Funds 2015 capital gains estimates . The company offers investors 112 mutual funds, in terms … The fund has returned 33.60 percent over the past year, 20.83 percent over the past three years, 18.03 percent over the past five years and 16.07 percent over the past decade. WELLS FARGO MULTI-SECTOR INCOME FUND- Performance charts including intraday, historical charts and prices and keydata. Contents Want to receive your annual and semi-annual … Learn more about mutual funds at fidelity.com. Analyze the Fund Wells Fargo Emerging Growth Fund - Class Inst having Symbol WEMIX for type mutual-funds and perform research on other mutual funds. On December 10 and December 14, 2015, Wells Fargo Advantage Funds will pay year-end capital gains distributions for 2015. Mutual funds on the recommended list have been carefully selected based on an extensive evaluation of the fund’s management team, investment process and performance. If a bank is able to keep its cost of deposits low, it will have a competitive advantage. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Fees paid to Wells Fargo Advisors for providing continuing due diligence, training, operations and systems support and marketing with respect to mutual fund companies and their funds. Sign up for free alerts to get the latest dividend news on Wells Fargo Advantage Income Opportunities Fund (EAD) 5 0 obj Over the past year, Wells Fargo Income has seen its dividend payouts remain the same and its yields trend … Performance shown without sales charges would be lower if sales charges were reflected. Fund information. Public offering price (POP) is the price of one share of a fund including any sales charges. It was formerly known as Wells Fargo Advantage Funds - Wells Fargo Advantage Income Opportunities Fund. Wells Fargo Fund’s investment style and asset allocation targets as well as structural issues such as whether to operate a Wells Fargo Fund as a stand-alone fund, in a master- gateway structure or in a fund-of-funds structure with Board approval. endobj Wells Fargo Advantage Funds | March 1, 2013 Small to Mid Cap Stock Funds Prospectus Institutional Class Intrinsic Small Cap Value Fund WFSSX Small Cap Value Fund ... ae ct the Fund's performance. View All Insights. The average expense ratio from all mutual funds is 0.61%. stream For Class C, the maximum contingent deferred sales charge is 1.00%. Get all Wells Fargo Advantage Utilities&High Income Fund (ERH) Dividend News. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. <> /Outlines 779 0 R /Pages 1753 0 R /Type /Catalog /PageMode /UseOutlines /PageLayout /SinglePage /OpenAction 5514 0 R /ViewerPreferences 5513 0 R>> Government money market funds: You could lose money by investing in the fund. 7 0 obj Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. endobj View All Insights. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the fund’s liquidity falls below required minimums because of market conditions or other factors. <> <> endobj Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.. Featured insights. <> /ExtGState <>>> /Font <> /ProcSet [/PDF /XObject /Text] /XObject <>>> /Type /Page>> Wells Fargo Index To find out detailed information on Wells Fargo Index in the U.S., click the tabs in the table below. Wells Fargo Advantage Funds managed more than $503 billion of assets as of Sep 30, 2019, including $91.5 billion from Galliard Capital Management. Please consider the investment objectives, risks, charges and expenses carefully before investing. 1 Wells Fargo Advantage International Bond Fund Quarterly Report, Q4 2010 │ All information is as of 12-31-10 unless otherwise indicated. Net asset value (NAV) is the value of one share of the fund excluding any sales charges. Each has earned a Zacks Mutual Fund Rank 1 (Strong Buy) or 2 (Buy). Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes that a shareholder may pay on an investment in a fund. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The prospectus, which contains this and other information, can be obtained by contacting a Wells Fargo Advisors investment professional. Like the ETF portfolio, FundSource spreads risk over many different sectors and types of funds. Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. Returns for periods of less than one year are not annualized. 3 Wells Fargo Advantage Funds® - Small to Mid Cap Stock Funds. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. In fact, today more than half of all 401(k) plan assets are held in mutual funds. PORTFOLIO ALLOCATION DISCUSSION GLIDE PATH OVERVIEW. Wells Fargo Advantage Fundsoffers more than 120 mutual funds across a wide range of asset classes, representing over $230 billion in … Highlighting our capabilities. EKOAX: WELLS FARGO ADVANTAGE FUNDS WF OMEGA GROWTH FUND CLASS A - Fund Performance Chart. Prior to joining the firm in 2007, Chris worked as an equity research associate following the enterprise software, systems management and data storage industries for Citigroup in San Francisco. Revenue sharing fees are usually paid by the fund's distributor, investment advisor, or an affiliate of the fund, as a percentage of Wells Fargo Advisors' aggregate value of client assets invested in the funds. Wells Fargo has the lowest cost of deposits among its peers—despite having a very high deposit base. The fund family manages a wide variety of mutual funds… Because the share price of the fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. Fund Performance. 2 Wells Fargo Advantage International Bond Fund Quarterly Report, Q4 2010 Wells Fargo Advantage International Bond Fund 2STRATEGY AND PERFORMANCE ATTRIBUTION (GROSS OF EXPENSES) Fund Positioning Market Activity Result Duration and Yield Curve … <> ÙŞápôÄN𪶸åW. The average manager tenure for all managers at Wells Fargo is 14.14 years. During the Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. Administrator, A2, Institutional, Premier, R, R4, R6, Select, and Service Class shares are sold without a front-end sales charge or contingent deferred sales charge. Learn more about mutual funds at fidelity.com. Wells Fargo Advantage Funds White Paper Gives Plan Sponsors and Advisors New Tools for Evaluating Target Date Fund Performance August 13, 2014 07:00 AM Eastern Daylight Time A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Below we share with you three top-ranked Wells Fargo Advantage Funds. 2 Wells Fargo Advantage Income Funds Letter to Shareholders Karla M. Rabusch, President Wells Fargo Advantage Funds Dear Valued Shareholder, We’re pleased to offer you this annual report for the Wells Fargo Advantage Income Funds that covers the 12-month period that ended May 31, 2008. endobj See Wells Fargo Growth Fund performance, … Wells Fargo Income Opportunities Fund is a diversified closed-end management investment company. Wells Fargo Advantage Funds managed more than $503 billion of assets as of Sep 30, 2019, including $91.5 billion from Galliard Capital Management. Wells Fargo (NYSE: WFC) Advantage Funds managed more than $503 billion of assets as of Sep 30, 2019, including $91.5 billion from Galliard Capital Management.The fund family manages a … It was formerly known as Wells Fargo Advantage Funds - Wells Fargo Advantage Income Opportunities Fund. For Class A, the maximum front-end sales charge is 5.75%. Wells Fargo Core Bond R6 WTRIX Morningstar Analyst Rating Analyst rating as of Jun 15, 2020. Included in the tables on the following pages … Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. Wells Fargo Advantage Funds | June 1, 2014 Money Market Funds Prospectus Select Class Cash Investment Money Market Fund WFQXX Heritage Money Market Fund WFJXX As with all mutual funds, the U.S. Securities and Exchange Commission ("SEC") has not approved or disapproved these securities or passed upon the accuracy or adequacy of this Prospectus. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Featured insights. Wells Fargo Advisors’ FundSource program gives investors access to 240 mutual funds selected by the Wells Fargo Advisors Manager Strategy Group. Christopher Warner serves as a portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). Information about the risks of investing in a fund is available in each fund's prospectus. Its products and services are mutual funds, closed-end funds, managed accounts services and variable trust funds. With so many choices, how do you know where to start? If you’re like most investors with a retirement plan, chances are you hold shares in mutual funds. <> Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. <> Wells Fargo Advisors receives: a) Trails or trailing commissions. Wells Fargo Advantage Funds - Wells Fargo Income Opportunities Fund was formed on February 26, 2003 and is domiciled in the United States. Performance charts for Wells Fargo Income Opportunities Fund (EAD) including intraday, historical and comparison charts, technical analysis and trend lines. Analyze the Fund Wells Fargo Advantage VT Discovery having Symbol FASDD for type annuities and perform research on other mutual funds. With two exceptions, dated Target Date Funds decreased their equity exposure and increased their bond exposure as they progressed down To assist in fulfilling these responsibilities, and subject to approval of the Funds’ Board, we have contracted with sub-advisers to provide day-to-day portfolio management services to the Wells Fargo Funds. Retail money market funds: You could lose money by investing in the fund. endobj The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Wells Fargo Income's Dividend Performance. Below we share with you three top-ranked Wells Fargo Advantage Funds. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. See Wells Fargo Growth Fund (SGRAX) mutual fund ratings from all the top fund analysts in one place. Performance charts for Wells Fargo Advantage Stable Income Fund (NVSAX) including intraday, historical and comparison charts, technical analysis and trend lines. snü{%üàF)>> During the most recent s cal year, the Fund's portfolio turnover rate was 33% of the average value of its portfolio. The oldest fund launched was in 1968. Wells Fargo Advantage Funds managed more than $503 billion of assets as of Sep 30, 2019, from diverse mutual fund categories. 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