Wells Fargo Advantage U.S. Value C
525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: | Large Value | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 670.00K | | Year-to-Date Return: | -4.20% | | Yield: | 1.40% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Nov-00 |
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Bryant VanCronkhite
Lead Manager since
22-Jan-09 | | | VanCronkhite is responsible for managing the Strategic Small Cap Value Fund. He has managed since 2009, when he became a co-Portfolio Manager with the Disciplined Value Equity Team at Wells Capital Management. Prior to his current role, he was a senior research analyst on the Disciplined Value Equity Team from 2004 to 2009. Prior to joining Wells Capital Management, VanCronkhite was a mutual fund accountant for Strong Capital Management.VanCronkhite holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return with an emphasis on long-term capital appreciation. The fund invests principally in securities of large-capitalization under-valued companies. It normally invests at least 80% of assets in U.S. securities of large-capitalization companies. The fund may invest in any sector. |
| Last Dividend
(25-Mar-09):
| 0.03 | | Last Cap Gain
(14-Dec-07):
| 3.98 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 68.55% |
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| Expense | WFUCX | Category
Avg | | Total Expense Ratio: | 2.00%
| 1.29% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$657 | $633 | | 5 Yr Expense Projection*: |
$1,137 | $940 | | 10 Yr Expense Projection*: |
$2,462 | $1,829 |
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0.13 (1.30%)
