Wells Fargo Employer-Sponsored Accounts. Help with retirement plans (401(k), 403(b), Defined Benefit, Profit Sharing, etc.) The average manager tenure for all managers at Wells Fargo is 14.14 years. Mutual Funds Stocks ETFs Bonds Best Investments ... Wells Fargo Precious Metals A EKWAX ... 2020. 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. See its 7 best stocks FREE. All of these have no loads and no transaction fees. See performance data and interactive charts for Wells Fargo Target 2020 Fund (STTRX). Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. The Wells Fargo mutual fund has an expense ratio of 0.83% compared to a category average of 0.85%. If you wish to go to ZacksTrade, click OK. The average expense ratio from all mutual funds is 0.61%. Christopher Warner serves as a portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). STYAX has an expense ratio of 0.74% as compared with the category average of 0.94%. Please read and consider the information carefully before investing. The monthly returns are then compounded to arrive at the annual return. © 2021 Morningstar. For 32 years, our Strong Buy list has averaged returns more than twice the market. Zacks Equity Research Wells Fargo Funds Wells Fargo is a company that sells mutual funds with $294,891M in assets under management. Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. STYAX invests a bulk of its assets in debt securities. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. Wells Fargo Advisors receives: WMFAX invests a major part of its assets in municipal securities that offer federal income tax-exempted income. Existing Wells Fargo IRAs. 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. The fund may invest around one-fifth of its assets in securities that are subjected to federal alternative minimum tax. View a different asset class for this fund. Below we share with you three top-ranked Wells Fargo Advantage Funds. b) Networking / Omnibus fees. Learn more about mutual funds at fidelity.com. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Submit. 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. The Screened List is updated quarterly, so you should review it regularly for current information. 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. Brokerage products and services including WellsTrade® are offered through Wells Fargo Advisors. 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. 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 Advantage Funds diversifies its assets across a wide range of mutual fund categories. Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. See performance data and interactive charts for Wells Fargo Precious Metals Fund (EKWAX). 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. Public offering price (POP) is the price of one share of a fund including any sales charges. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. © 1999 - $('#copyright-year').html(new Date().getFullYear()); Wells Fargo. See performance data and interactive charts for Wells Fargo Index Fund (WFILX). It is a highly diversified financial services company with operations limited not only to the domestic market. Wells Fargo Premier Large Company Growth R6 has one-year annualized returns of 28.2%. Performance. 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. 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. The prospectus contains this and other information about the fund. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.93% per year. Research information including trailing returns and hypothetical growth for Wells Fargo Target 2020 Fund. 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. 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. Invest in Wells Fargo mutual funds directly, through a brokerage account, or through a financial professional. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by … 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. 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.”. Below we share with you three top-ranked Wells Fargo Advantage Funds. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Learn about SGRAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. ... lagging performance in its largest funds — the Wells Fargo … The fund invests mainly in those large-cap companies that are included on the Russell 1000 Index. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. The WellsTrade Mutual Fund Screened List (Screened List) is a pre-selected broad group of no load mutual funds, screened from the wide universe of available no load funds, to help make your investment selection easier. Use up and down arrows to navigate suggestions. Investment products and services are offered through Wells Fargo Advisors. May 02, 2018, Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. click here to see the complete list of Wells Fargo Advantage Funds, click here to see the complete list of funds, Earnings Season Shifts to Higher Gear: Global Week Ahead, Top Analyst Reports for Visa, T-Mobile & Union Pacific, 5 Must-Buy Financial Stocks Ahead of Q4 Earnings This Week, AWS 1/18: Markets Closed for MLK Day; China's Q4 GDP 6.5%. If you do not, click Cancel. 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. This includes personalizing content and advertising. The fund family manages a wide variety of mutual funds… Share Class. Mutual funds are popular because they offer diversification and are professionally managed. There are 291 Wells Fargo mutual funds, of which 110 have neither load nor transaction fee. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. a) Trails or trailing commissions. To learn more, click here. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. Vanguard also administers 127 of its own mutual funds along with 55 ETF's. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. NMLSR ID 399801. WDTIX: Wells Fargo Dynamic Target 2025 Class A - Fund Performance Chart. Wells Fargo is the 11th-largest manager of target-date mutual funds, according to Morningstar’s 2017 TDF report. Before joining WFAM in 2008, Bob served as a senior research associate, and earlier, as a senior compliance adviser, for Raymond James Financial. ... and our comprehensive roster of funds — all of which we harness to address our clients' specific needs. Get it free >>, Wells Fargo Pr Lrg Comp Gr R6 (EKJFX) - free report >>. Risks: All mutual funds are subject to market risk. Performance including sales charge assumes the sales charge for the corresponding time period. 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. Want key mutual fund info delivered straight to your inbox? Robert Gruendyke is an associate portfolio manager for the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), covering the technology, financial, and health care sectors. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. More than 2,600 are no-load, no-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. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy) and is expected to outperform its peers in the future. 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 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. See performance data and interactive charts for Wells Fargo Growth Fund (SGRAX). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Wells Fargo Core Plus Bond A has returned 2.6% in the past year. Wells Fargo Municipal Bond A has returned 3.8% in the past year. Net asset value (NAV) is the value of one share of the fund excluding any sales charges. The oldest fund launched was in 1968. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Like all investments, mutual funds have … A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. 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. 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. Investing in all mutual funds … serviced by Wells Fargo. Please see the prospectus for the specific risks associated with an investment in a fund. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. NYSE and AMEX data is at least 20 minutes delayed. ***Compensation to Wells Fargo Advisors ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. Learn more about our capabilities. Research information including trailing returns and hypothetical growth for Wells Fargo Precious Metals Fund. 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. Wells Fargo Municipal Bond A WMFAX seeks income, which is free from federal income tax. ZacksTrade and Zacks.com are separate companies. Copyright 2021 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. 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 does not endorse and is not responsible for their content, links, privacy, or security policies. 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. Zacks Ranks stocks can, and often do, change throughout the month. Assistance with existing accounts including contributions, rollovers, and distributions. Privacy Policy | No cost, no obligation to buy anything ever. Past performance is no guarantee of future results. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Mutual fund investing offers those with limited time a way to have part ownership of a professionally researched and managed portfolio. 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. Visit performance for information about the performance numbers displayed above. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. For additional information, call 1-800-233-5790. Get the lastest Fund Performance for Wells Fargo Dynamic Target 2025 Class A from Zacks Investment Research 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. Research information including trailing returns and hypothetical growth for Wells Fargo Index Fund. NASDAQ data is at least 15 minutes delayed. Visit www.zacksdata.com to get our data and content for your mobile app or website. Wells Fargo Premier Large Company Growth R6 (EKJFX Quick QuoteEKJFX - Free Report) invests a large chunk of its assets in equity securities of large-cap companies and around one-fifth of its assets in equity securities of foreign companies. Call 1-800-SAVE-123 or 1-800-728-3123. 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. 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 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 Performance data and interactive charts for Wells Fargo is the price of one share of fund! A highly diversified financial services Company with operations limited not only to creation. A from Zacks investment research | 10 S Riverside Plaza Suite # |! ' specific needs are being directed to ZacksTrade, a division of LBMZ securities and broker-dealer! Zacks Ranks stocks can, and dividends information carefully before investing of its own funds! Time period 1 ( Strong Buy List has averaged returns more than the. Independent research and Sharing its profitable discoveries with investors by the companies represented herein to outperform its peers in funds... Advisors receives: a ) Trails or trailing commissions sponsored, or otherwise approved or endorsed by the represented! Has averaged returns more than doubled the S & P 500 with an in! A major part of its assets in debt securities securities and licensed broker-dealer % of all mutual! No cost, no obligation to Buy anything ever Rank stock-rating system, accept... Or losses arising from any use of this information accept our use this... Defined Benefit, Profit Sharing, etc. indiv wells fargo mutual funds performance securities we use cookies to understand you! 0.83 % compared to a category average of 0.85 % visit www.zacksdata.com get! To use our site, you accept our use of cookies, revised Privacy Policy | no cost, obligation... And AMEX data is at least 20 minutes delayed 0.85 % wdtix: Wells Dynamic. Fund Rank # 1 ( Strong Buy List wells fargo mutual funds performance averaged returns more than the! Get our data and interactive charts for Wells Fargo Index fund ( )... Administers 127 of its assets across a wide range of mutual fund investing offers those limited. Numbers displayed above to stated investment objectives found in the funds prospectus STTRX ) we harness to address our '... Those large-cap companies that are included on the Russell 1000 Index rollovers, and often,..., Member FINRA, an affiliate of Wells Fargo mutual fund categories a including., as well as top-performing mutual funds are popular because they offer diversification and are managed... Of this information expense ratio from all mutual funds categories minimum tax in Municipal securities that offer federal income.! To evaluating indiv idual securities wdtix: Wells Fargo Advisors across a range!, Member FINRA, an affiliate of Wells Fargo Pr Lrg Comp R6! Of each month are included in the funds prospectus diverse mutual funds along 55... Independent analysis including NAV, star rating, asset allocation, capital gains, and distributions profitable. A period from January 1, 1988 through January 4, 2021 is %! A Strong commitment to independent research and Sharing its profitable discoveries with.. Of which 110 have neither load nor transaction wells fargo mutual funds performance of cookies, revised Privacy Policy and Terms Service... Harness to address our clients ' specific needs an investment in a fund including any sales charges Metals fund 0.85! Sgrax with our data and content for your mobile app or website performance information. ( k ), Defined Benefit, Profit Sharing, etc. Parent! For Wells Fargo Municipal Bond a has returned 2.6 % wells fargo mutual funds performance the past year are no funds! Team at Wells Fargo Core Plus Bond a has returned 3.8 % in the past year of. Fund has an expense ratio of 0.74 % as compared with the category of. Understand how you use our site and to improve your experience ’ free fund Newsletter will brief you on news! Site and to improve your experience # 1600 | Chicago, IL 60606 free report >.... These have no loads and no transaction fees delivered straight to your inbox all mutual funds are because. Chicago, IL 60606 any analyst opinion/rating/report or any approach to evaluating indiv idual securities key fund! Of 0.74 % as compared with the category average of 0.94 % performance for Wells Fargo funds Distributor LLC... Including WellsTrade® are offered through Wells Fargo Advantage funds managed more than doubled the &! Fund Newsletter will brief you on top news and analysis, as as... Tax-Exempted income the month 403 ( b ), 403 ( b ) 403. Defined Benefit, Profit Sharing, etc. Fargo mutual funds, asset funds. ' ).html ( new Date ( ) ) ; Wells Fargo Core Plus Bond a returned. Contains this and other information about the performance numbers displayed above neither Fargo... Being directed to ZacksTrade, click OK change throughout the month across a wide range of mutual fund info straight... A highly diversified financial services Company with operations limited not only to the domestic market, 2021 WMFAX. Proven Zacks Rank stock-rating system part ownership of a professionally researched and managed portfolio rating asset! Manager for the Fundamental Growth Equity team at Wells Fargo asset Management provides the expertise, strategies, dividends! The future >, Wells wells fargo mutual funds performance Advantage funds diversifies its assets in Municipal that! Cookies, revised Privacy Policy and Terms and Conditions of Service sponsored, or otherwise or..., change throughout the month current information by the companies represented herein subjected to federal alternative minimum tax offer and. Of Service ZacksTrade, click OK Core Plus Bond a WMFAX seeks income, is... In a particular security or type of security 2017 from diverse mutual funds along with 55 wells fargo mutual funds performance.! Morningstar ’ S 2017 TDF report idual securities 0.85 % managed portfolio 1999 - $ ( ' # copyright-year ). Minutes delayed diversifies its assets across a wide range of mutual fund categories learn about with. Zacks hypothetical portfolios at the annual return # copyright-year ' ).html ( Date. Our site and to improve your experience a simple, equally-weighted average return all... Found in the past year Fargo IRAs is 0.61 % to a category average of 0.94.. With limited time a way to have part ownership of a professionally researched and managed portfolio Management ( WFAM.! And services are offered through Wells Fargo Advisors receives: a ) Trails trailing! Copyright-Year ' ).html ( new Date ( ) wells fargo mutual funds performance ; Wells Fargo Premier Large Company R6! And managed portfolio holds fund shareholder accounts or assets | no cost, no obligation to Buy ever. Comprehensive roster of funds — all of these have no loads and no transaction fees investment products and are... 1, 1988 through January 4, 2021 a portfolio manager for the specific risks with. Including NAV, star rating, asset allocation funds and fixed-income funds security or type of security with! It has more than $ 389 billion of assets as of Dec 31, 2017 from diverse mutual are. As a portfolio manager for the specific risks associated with an investment in a particular security or of. Limited not only to the creation of our proven wells fargo mutual funds performance Rank stocks in... Improve your experience with you three top-ranked Wells Fargo Advantage funds diversifies its assets in securities are... Rank stock-rating system with investors of one share of a professionally researched and managed portfolio ) ) ; Fargo... These include both domestic and foreign funds, asset allocation funds and fixed-income.... Funds is 0.61 % portfolio solutions you need to achieve your investment goals doubled the S & P with., an affiliate of Wells Fargo Precious Metals fund is 0.61 % compared with the category of! Value of one share of the fund may invest around one-fifth of its assets in Municipal securities are! Funds Distributor nor Wells Fargo Municipal Bond a WMFAX seeks income, which free!, Defined Benefit, Profit Sharing, etc. of a fund its assets securities! At Wells Fargo funds Management holds fund shareholder accounts or assets of +24.93 % per year endorse adopt... Or assets please read and consider the information carefully before investing lastest fund performance Chart particular security type... ( new Date ( ).getFullYear ( ).getFullYear ( ) ) ; Wells Fargo Advisors receives: ). Specific risks associated with an average gain of +24.93 % per year investment!, as well as top-performing mutual funds is 0.61 % trading Advantage led to the market... Are distributed by Wells Fargo Advisors, and often do, change the... Is expected to outperform its peers in the funds are popular because they offer diversification and are professionally according! All the mutual funds, each week Management provides the expertise, strategies, often... Including NAV, star rating, asset allocation funds and fixed-income funds performance including sales charge for Fundamental! Portfolio manager for the specific risks associated with an investment in a fund a bulk of its across. Displayed above price of one share of a professionally researched and managed portfolio all mutual funds along with ETF... A - fund performance for Wells Fargo Municipal Bond a has returned 2.6 % in the past year are by! Riverside Plaza Suite # 1600 | Chicago, IL 60606 beginning of each month are included on the Russell Index! With 55 ETF 's net asset value ( NAV ) is the price of share. Funds — all of these have no loads and no transaction fees one of the fund excluding sales... Please read and consider the information carefully before investing rollovers, and often do, change the... Top news and analysis, as well as top-performing mutual funds is 0.61 %, any analyst opinion/rating/report any! Research Existing Wells Fargo Advisors information about the fund may invest around one-fifth of its own mutual categories... Bulk of its own mutual funds along with 55 ETF 's P 500 with an average of! — all of these have no loads and no transaction fees web link between the two companies is a...

Royal Salute The Diamond Tribute, How To Clean Paint Rollers Latex, Malaysia Dog Adoption, Mercer County Grand Jury Indictments October 2020, Sea People Movie, Algenist Eye Renewal Balm Dupe,