See performance data and interactive charts for Wells Fargo Target 2020 Fund (STTRX). See performance data and interactive charts for Wells Fargo Precious Metals Fund (EKWAX). Mutual fund investing offers those with limited time a way to have part ownership of a professionally researched and managed portfolio. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. Visit performance for information about the performance numbers displayed above. The average expense ratio from all mutual funds is 0.61%. Investment products and services are offered through Wells Fargo Advisors. 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 Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. The fund family manages a wide variety of mutual funds… At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. ***Compensation to Wells Fargo Advisors Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. 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. If you do not, click Cancel. 62.60% of all the mutual funds are no load funds. For 32 years, our Strong Buy list has averaged returns more than twice the market. 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. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Robert J. Miller is one of the fund managers of WMFAX since 2008. Vanguard also administers 127 of its own mutual funds along with 55 ETF's. Risks: All mutual funds are subject to market risk. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Get the lastest Fund Performance for Wells Fargo Dynamic Target 2025 Class A from Zacks Investment Research Delayed quotes by Sungard. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.93% per year. Wells Fargo Municipal Bond A WMFAX seeks income, which is free from federal income tax. Use up and down arrows to navigate suggestions. STYAX invests a bulk of its assets in debt securities. WMFAX invests a major part of its assets in municipal securities that offer federal income tax-exempted income. Prior to joining WFAM in 2008, Robert worked for American Century Investments for 10 years where he was part of team managing the firm’s municipal bond portfolios. The average manager tenure for all managers at Wells Fargo is 14.14 years. Research information including trailing returns and hypothetical growth for Wells Fargo Target 2020 Fund. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by … Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. The fund may also invest around 35% of its assets in debt securities rated lower than investment-grade and about 25% of its assets in debt securities of foreign companies. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. All Rights Reserved. As of March 28, 2018, EKJFX held 85 issues with 6.72% of its assets invested in Amazon.com Inc. Wells Fargo Core Plus Bond A STYAX seeks returns through maximization of income and capital. Like all investments, mutual funds have … Analyze the Fund Wells Fargo Short-Term Municipal Bond Fund - Class A having Symbol WSMAX for type mutual-funds and perform research on other mutual funds. All rights reserved. © 1999 - $('#copyright-year').html(new Date().getFullYear()); Wells Fargo. In 2010, the Boards of Trustees of Wells Fargo Advantage Funds and Evergreen Funds had approved the merger of the fund families to create the new fund lineup under the Wells Fargo Advantage Funds brand. To view the Zacks Rank and past performance of all Wells Fargo Advantage Funds, investors can click here to see the complete list of funds. NASDAQ data is at least 15 minutes delayed. Real time prices by BATS. The Wells Fargo Fund family claims that it offers “funds in every key category, each guided by professional investment teams who have been chosen because of their proven, time-tested strategies.” The team also helps investors to clarify their investment ideas and identifies their “risk tolerance.”. Net asset value (NAV) is the value of one share of the fund excluding any sales charges. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. 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. Retirement Help and IRA Management. Research information including trailing returns and hypothetical growth for Wells Fargo Index Fund. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. We use cookies to understand how you use our site and to improve your experience. Brokerage products and services including WellsTrade® are offered through Wells Fargo Advisors. The fund invests mainly in those large-cap companies that are included on the Russell 1000 Index. The monthly returns are then compounded to arrive at the annual return. Past performance is no guarantee of future results. Wells Fargo Employer-Sponsored Accounts. Earlier roles include senior global strategist for Wells Fargo Bank and director of portfolio analytics for the Risk, Performance and Portfolio Analytics team at Wells Capital Management, where he began his investment industry career in 2005. NMLSR ID 399801. ... and our comprehensive roster of funds — all of which we harness to address our clients' specific needs. The firm may receive ongoing payments in the form of 12b-1 fees ("trails") for marketing and distribution services, which are outlined in the fund prospectus. More than 2,600 are no-load, no-transaction-fee funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. Wells Fargo Core Plus Bond A has returned 2.6% in the past year. Below we share with you three top-ranked Wells Fargo Advantage Funds. Learn more about mutual funds at fidelity.com. Wells Fargo is the 11th-largest manager of target-date mutual funds, according to Morningstar’s 2017 TDF report. See performance data and interactive charts for Wells Fargo Index Fund (WFILX). Get it free >>, Wells Fargo Pr Lrg Comp Gr R6 (EKJFX) - free report >>. 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. Mutual funds are sold by prospectus. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. The prospectus contains this and other information about the fund. Visit www.zacksdata.com to get our data and content for your mobile app or website. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. See performance data and interactive charts for Wells Fargo Emerging Markets Equity Fund (EMGAX). Robert Miller is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team, where he manages both mutual funds and separate accounts. Additionally, the owner of Wells Fargo Advantage Funds brand, Wells Fargo, is one of the top four banks in the United States and has been maintaining its standard in the financial services sector for more than 150 years. b) Networking / Omnibus fees. It is a highly diversified financial services company with operations limited not only to the domestic market. Research information including trailing returns and hypothetical growth for Wells Fargo Growth Fund. See performance data and interactive charts for Wells Fargo Growth Fund (SGRAX). See its 7 best stocks FREE. WellsTrade customers can trade over 10,000 mutual funds. Experts have chosen 7 stocks out of 220 Zacks Rank #1 Strong Buys that have the highest potential to increase in price quickly amid the global health crisis. Public offering price (POP) is the price of one share of a fund including any sales charges. 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. 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. Mutual funds are popular because they offer diversification and are professionally managed. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Please read and consider the information carefully before investing. mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities that may include stocks ... lagging performance in its largest funds — the Wells Fargo … It is professionally managed according to stated investment objectives found in the funds prospectus. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy) and is expected to outperform its peers in the future. Learn about SGRAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. All of these have no loads and no transaction fees. Research information including trailing returns and hypothetical growth for Wells Fargo Precious Metals Fund. Zacks Ranks stocks can, and often do, change throughout the month. Analyze the Fund Wells Fargo California Limited-Term Tax-Free Fund - Institutional Class having Symbol SFCNX for type mutual-funds and perform research on other mutual funds. There are 291 Wells Fargo mutual funds, of which 110 have neither load nor transaction fee. c) Revenue Sharing fees. Mutual Funds Stocks ETFs Bonds Best Investments ... Wells Fargo Precious Metals A EKWAX ... 2020. Below we share with you three top-ranked Wells Fargo Advantage Funds. Wells Fargo Premier Large Company Growth R6 has one-year annualized returns of 28.2%. Performance including sales charge assumes the sales charge for the corresponding time period. serviced by Wells Fargo. Each of the company logos represented herein are trademarks of Verizon Media; Microsoft Corporation; Nasdaq, Inc.; Dow Jones & Company; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. Zacks Equity Research To learn more, click here. WDTIX: Wells Fargo Dynamic Target 2025 Class A - Fund Performance Chart. The fund may invest around one-fifth of its assets in securities that are subjected to federal alternative minimum tax. The fund family manages a wide variety of mutual funds, from domestic and foreign funds to money market funds, asset allocation funds and fixed-income funds. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. Wells Fargo Funds Wells Fargo is a company that sells mutual funds with $294,891M in assets under management. May 02, 2018, Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. Call 1-800-SAVE-123 or 1-800-728-3123. NYSE and AMEX data is at least 20 minutes delayed. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. Share Class. This includes personalizing content and advertising. Please see the prospectus for the specific risks associated with an investment in a fund. STYAX has an expense ratio of 0.74% as compared with the category average of 0.94%. Assistance with existing accounts including contributions, rollovers, and distributions. Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. The following are examples of networking and omnibus platform services: the processing of purchases, redemptions and exchanges, check processing, dividend reinvestments, preparation and mailing of consolidated account statements, delivery of fund proxies and shareholder materials, tax reporting, maintaining ownership records, and other sub accounting and record-keeping services; and/or If you wish to go to ZacksTrade, click OK. Wells Fargo Municipal Bond A has returned 3.8% in the past year. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. To view the Zacks Rank and past performance of all Wells Fargo Advantage Funds, investors can click here to see the complete list of Wells Fargo Advantage Funds. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Fees designed to compensate Wells Fargo Advisors for providing varying degrees of customer account and administrative services for those Wells Fargo Advisors client accounts holding mutual funds. A prospectus containing more information, including investment objectives, risks, charges, and expenses can be obtained by contacting your investment professional or the mutual fund company. The Wells Fargo mutual fund has an expense ratio of 0.83% compared to a category average of 0.85%. Want key mutual fund info delivered straight to your inbox? The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Existing Wells Fargo IRAs. Investing in all mutual funds … ZacksTrade and Zacks.com are separate companies. View a different asset class for this fund. Privacy Policy | No cost, no obligation to buy anything ever. These returns cover a period from January 1, 1988 through January 4, 2021. Help with retirement plans (401(k), 403(b), Defined Benefit, Profit Sharing, etc.) The Screened List is updated quarterly, so you should review it regularly for current information. Learn more about mutual funds at fidelity.com. Before joining WFAM in 2008, Bob served as a senior research associate, and earlier, as a senior compliance adviser, for Raymond James Financial. 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