Wells Fargo Advantage Mid Cap Growth Inv
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: | Mid-Cap Growth | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 30.55M | | Year-to-Date Return: | -3.61% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Apr-05 |
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Jerome Cam Philpott
Lead Manager since
30-Dec-01 | | | Philpott joined Wells Capital Management in 2003 as a portfolio manager. Prior to joining Wells Capital Management, he was a portfolio manager with Montgomery Asset Management, which he joined in 1991 as an analyst for the small cap equity team. Previously, he served as a securities analyst with Boettcher & Company and a general securities analyst at Berger Associates, Inc. Philpott holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | 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 normally invests at least 80% of assets in mid-capitalization securities. Mid capitalization companies are companies which have a total stock market value within the range of the Russell Midcap index. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 1.31 | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 138.22% |
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| Expense | WFMZX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.46% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$481 | $651 | | 5 Yr Expense Projection*: |
$838 | $1,030 | | 10 Yr Expense Projection*: |
$1,843 | $2,053 |
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0.07 (1.46%)
