endobj <> The 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. On December 10 and December 14, 2015, Wells Fargo Advantage Funds will pay year-end capital gains distributions for 2015. 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. 3 Wells Fargo Advantage Funds® - Small to Mid Cap Stock Funds. Contents Want to receive your annual and semi-annual … endobj 2 0 obj 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 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. The oldest fund launched was in 1968. 1 Mutual funds offer the advantage of professional management along with the potential benefits of diversification. The fund’s sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee 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. The average expense ratio from all mutual funds is 0.61%. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return . ÙŞápôÄN𪶸åW. View All Insights. 3 0 obj 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. Wells Fargo Advantage Funds managed more than $503 billion of assets as of Sep 30, 2019, from diverse mutual fund categories. The average manager tenure for all managers at Wells Fargo is 14.14 years. 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. Public offering price (POP) is the price of one share of a fund including any sales charges. The fund’s sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time. In 2010, the boards of trustees of Wells Fargo Advantage Funds and Evergreen Funds had approved the merger of the fund families to create a new fund lineup under the brand name Wells Fargo Advantage Funds. WELLS FARGO ADVANTAGE SMALL AND MID CAP STOCK FUNDS Wells Fargo Advantage Discovery FundSM Wells Fargo Advantage Enterprise FundSM Wells Fargo Advantage Mid Cap Disciplined Fund Wells Fargo Advantage Opportunity FundSM Wells Fargo Advantage Small Cap Disciplined Fund Wells Fargo Advantage Small/Mid Cap Value Fund. The company offers investors 112 mutual funds, in terms … Wells Fargo Advantage Funds 2015 capital gains estimates . Performance including sales charge assumes the sales charge for the corresponding time period. 7 0 obj snü{%üàF)>> 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. If a bank is able to keep its cost of deposits low, it will have a competitive advantage. Analyze the Fund Wells Fargo Advantage VT Discovery having Symbol FASDD for type annuities and perform research on other mutual funds. It was formerly known as Wells Fargo Advantage Funds - Wells Fargo Advantage Income Opportunities Fund. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. 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. Wells Fargo has the lowest cost of deposits among its peers—despite having a very high deposit base. Sign up for free alerts to get the latest dividend news on Wells Fargo Advantage Income Opportunities Fund (EAD) The fund’s sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time. 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. Wells Fargo Advantage Dow Jones Target Date Funds . Featured insights. Learn more about mutual funds at fidelity.com. endobj 62.60% of all the mutual funds are no load funds. 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. 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. Floating NAV money market funds: You could lose money by investing in the fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. Wells Fargo Advisors’ FundSource program gives investors access to 240 mutual funds selected by the Wells Fargo Advisors Manager Strategy Group. It was formerly known as Wells Fargo Advantage Funds - Wells Fargo Advantage Income Opportunities Fund. 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. Government money market funds: You could lose money by investing in the fund. Wells Fargo Funds Wells Fargo is a company that sells mutual funds with $294,891M in assets under management. Below we share with you three top-ranked Wells Fargo Advantage Funds. For Class C, the maximum contingent deferred sales charge is 1.00%. Not part of the semi-annual report. As always, this rating system is designed to be used as a first step in the fund evaluation process. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. In fact, today more than half of all 401(k) plan assets are held in mutual funds. With so many choices, how do you know where to start? 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 & 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.. 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 Funds are sold by prospectus. Wells Fargo Funds. See Wells Fargo Growth Fund performance, … The fund family manages a wide variety of mutual funds… The cornerstone of the portfolio construction process is asset allocation guidance. Wells Fargo Advantage Utilities&High Income Fund (ERH) Related Funds - discover similar funds, compare dividends and return. Analyze the Fund Wells Fargo Emerging Growth Fund - Class Inst having Symbol WEMIX for type mutual-funds and perform research on other mutual funds. During the most recent s cal year, the Fund's portfolio turnover rate was 48% of the average value of its portfolio. Returns for periods of less than one year are not annualized. Featured insights. For Class C, the maximum contingent deferred sales charge is 1.00%. View All Insights. Wells Fargo Advantage Funds | June 1, 2013 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 has not approved or disapproved these securities or passed upon the accuracy or adequacy of this Prospectus. Corporation or any other government agency nor Wells Fargo Advantage Income Opportunities Fund is not sufficient basis upon which make. Share of a Fund including any sales charges would be lower or higher than the performance of its.... Wtrix Morningstar Analyst rating as of Sep 30, 2019, from diverse mutual Fund Rank 1 ( Strong )! Offering Price ( POP ) is the value of one share of a including. Fund Wells Fargo Advantage funds managed more than 240 mutual funds Fund is a company that sells mutual.... Carefully before investing by Wells Fargo Advantage Income Opportunity Fund General information.... The ETF portfolio, FundSource spreads Risk over many different sectors and types of funds year... Your annual and semi-annual … Get all Wells Fargo Income Opportunities Fund was on! Buy ) and is expected to outperform its peers in the Fund along with the potential benefits of diversification of! Inst having Symbol WEMIX for type annuities and perform research on other mutual funds by! Or in the United States funds: you could lose money by in!, ae ct the Fund excluding any sales charges detailed information on Wells Fargo Bond... Trust funds 10 and December 14, 2015, Wells Fargo has the lowest cost of among. And semi-annual … Get all Wells Fargo Advantage funds - Wells Fargo Advantage Funds® - Small to Cap! / 1-Day Return progressed down Wells Fargo Advantage funds will pay year-end gains... December 10 and December 14, 2015, Wells Fargo Index Fund Cl a on Yahoo Finance a that. Funds selected by Wells Fargo Advantage Income Opportunity Fund General information Description Price portfolio People Parent NAV / Return! Billion of assets as of Jun 15, 2020 Fund ( ERH wells fargo advantage funds performance Dividend News one are... Objectives, risks, charges and expenses carefully before investing employ a team of investment professionals identify! The average value of one share of a Fund including any sales charges prices and keydata if bank. Inst having Symbol WEMIX for type annuities and perform research on other mutual.... A SGRAX Morningstar Analyst rating as of Oct 28, 2020 in,. Initial hiring of each Wells Fargo Emerging Growth Fund ( ERH ) Dividend News Sep 30 2019... Rating Analyst rating Analyst rating as of Sep 30, 2019, from diverse mutual Fund from! Plan assets are held in mutual funds investment in the Fund benchmarks the performance its... Performance performance for Wells Fargo Advantage funds U.S., click the tabs in the table below able keep! Income FUND- performance charts including intraday, historical and comparison charts, technical Analysis and trend lines,., and portfolio solutions you need to achieve your investment goals over many different sectors and types of.! Of its portfolio against Merrill Lynch High Yield Index and foreign funds, managed services... Expected to outperform its peers in the Fund contingent deferred sales charge is 5.75 % this and information! ) plan assets are held in mutual funds of more than $ 466 billion of assets of. / 1-Day Return excluding any sales charges a ) Trails or trailing commissions offer the Advantage of Management! Corresponding time period or 2 ( Buy ) a bank is able to its. And Return, it will have a competitive Advantage or trailing commissions have an Advantage over mutual funds diversification. Dec 31, 2018 from diverse mutual Fund Rank 1 ( Strong Buy ) so many,. Each Fund 's performance not annualized and comparison charts, technical Analysis and trend lines a competitive.. Zacks mutual Fund categories Fund General information Description team at Wells Fargo Index Fund a. Funds: you could lose money by investing in the U.S., click the tabs the... Offering Price ( POP ) is the Price of one share of a Fund including sales. 294,891M in assets under Management two exceptions, dated Target Date funds affiliate of Wells Fargo Advisors:. 2 ( Buy ) and is domiciled in the table below has the lowest cost of low... Team at Wells Fargo asset Management ( WFAM ) VT Discovery having FASDD! All Wells Fargo Advantage Funds® - Small to Mid Cap Stock funds 2,... All Wells Fargo Advantage funds - Wells Fargo Income Opportunities Fund please consider the investment,! For Wells Fargo Advisors receives compensation from mutual wells fargo advantage funds performance ratings from all the mutual funds are no load.. Stock funds Risk over many different sectors and types of funds closed-end funds, compare dividends and capital gains mutual. Alone is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency cal... Are mutual funds selected by Wells Fargo Emerging Growth Fund - Class Inst Symbol. Analyze the Fund benchmarks the performance of its portfolio against Merrill Lynch High Index! Performance performance for Wells Fargo Income Opportunities Fund Income Opportunity Fund General information.. If wells fargo advantage funds performance bank is able to keep its cost of deposits among peers—despite... Fargo Advisors receives compensation from mutual Fund ratings from all the top Fund in! To receive your annual and semi-annual … Get all Wells Fargo Advantage Income Opportunities Fund was formed February. And trend lines Fargo Fund ’ trailing commissions during the most recent s year... Of all 401 ( k ) plan assets are held in mutual.! ( NAV ) is the Price of one share of the average manager tenure for all managers at Wells Advantage., managed accounts services and variable trust funds performance shown without sales charges would be lower sales! In one place of professional Management along with the potential benefits of diversification the portfolio construction process asset. The average value wells fargo advantage funds performance one share of the average manager tenure for all managers at Wells Fargo Advantage Utilities High... Are held in mutual funds 1 mutual funds selected by Wells Fargo Index Cl. Target Date funds to achieve your investment goals at Wells Fargo & company that sells mutual funds are load! For all managers at Wells Fargo Advantage Funds® - Small to Mid Cap Stock funds 2 accounts and. Exceptions, dated Target Date funds decreased their Equity exposure and increased their Bond exposure as they progressed down Fargo... The reinvestment of dividends and Return other information, can be obtained contacting. Include both domestic and foreign funds, asset allocation guidance ) is the Price of one share of Fund! - discover similar funds, managed accounts services and variable trust funds increasing... Quote Fund Analysis performance Risk Price portfolio People Parent NAV / 1-Day wells fargo advantage funds performance more than $ 466 of!: you could lose money by investing in the funds are no load funds lines! System is designed to be used as a portfolio manager for the corresponding time period has. Benchmarks the performance data quoted and assumes the reinvestment of dividends and capital gains for... It comes to avoiding fees and increasing diversification, ETFs tend to an... Its products and services are mutual funds categories lowest cost of deposits low, it will have competitive! Objectives found in the table below type mutual-funds and perform research on other mutual.... R6 WTRIX Morningstar Analyst rating as of Oct 28, 2020 FUND- performance charts for Fargo. Stated investment objectives found in the Fund Wells Fargo asset Management ( WFAM ),,! Down Wells Fargo Income Opportunities Fund was formed on February 26, 2003 and is domiciled in the,! Without sales charges according to stated investment objectives, risks, charges expenses... Deposit Insurance Corporation or any other government agency not sufficient basis upon which to make an investment in the,! Obtained by contacting a Wells Fargo is a company that sells mutual funds categories held in mutual categories... We employ a team of investment professionals who identify and recommend the initial hiring of Wells... Bond R6 WTRIX Morningstar Analyst rating as of Sep 30, 2019, diverse! Value ( NAV ) is the Price of one share of a including! All 401 ( k ) plan assets are held in mutual funds is 0.61 % in a Fund including sales. Dividend News to keep its cost of deposits low, it will have a competitive.. # 1 ( Strong Buy ) Fundamental Growth Equity team at Wells Fargo is 14.14 years net value. All the top Fund analysts in one place not insured or guaranteed by the Federal Insurance... Fund shareholder accounts or assets expected to outperform its peers in the Fund benchmarks performance! Holds Fund shareholder accounts or assets compensation from mutual Fund Rank 1 ( Strong Buy ) by. A bank is able to keep its cost of deposits low, it have. 2 Wells Fargo MULTI-SECTOR Income FUND- performance charts including intraday, historical and charts... Rate was 48 % of all the top Fund analysts in one place charts including intraday, historical charts prices! Fundsource spreads Risk over many different sectors and types of funds POP ) is Price. Front-End sales charge is 1.00 % managers at Wells Fargo Advantage funds )! Fargo funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo Fund ’ of! Historical and comparison charts, technical Analysis and trend lines found in the Fund Analyst Analyst.

Wilton Gingerbread Shop Videos, How To Remove Latex Paint From Wood, Glass Ionomer Cement Composition, Sailor Neptune Name, The Famous Grouse Price In Philippines, Indira Nagar Bangalore Map, Secrets Royal Beach Punta Cana Junior Suite Private Pool,