Wells Fargo Advantage Short-Term Bd C
Wells Fargo Funds Management LLC, San Francisco, CA 94105, USA
Phone: 800-222-8222
| Category: | Short-Term Bond | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 1.63M | | Year-to-Date Return: | 3.73% | | Yield: | 3.05% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-08 |
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Jay N. Mueller
Lead Manager since
21-Apr-04 | | | Mueller currently is a portfolio manager with Wells Capital Management. Previously He was Director of Fixed Income with Strong Capital Management, his employer from 1991 until April 2005. Previously, Mueller spent four years as a taxable fixed-income portfolio manager and derivatives specialist with R. Meeder & Associates and five years as an analyst with Harris Bancorp. Mueller holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income consistent with capital preservation. The fund invests normally at least 80% of assets in debt securities; up to 25% of assets in U.S. dollar-denominated debt securities of foreign issuers; and up to 25% of assets in below investment-grade debt securities. It generally invests in securities that are rated at least BB by Standard & Poor's. Its average effective duration is expected to be 3 years or less. |
| Last Dividend
(30-Jun-09):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 108.05% |
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| Expense | WFSHX | Category
Avg | | Total Expense Ratio: | 1.57%
| 0.97% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 2.59% | | Max Deferred Sales Load: | 1.00%
| 2.15% | | 3 Yr Expense Projection*: |
$527 | $409 | | 5 Yr Expense Projection*: |
$919 | $659 | | 10 Yr Expense Projection*: |
$2,018 | $1,364 |
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