Wells Fargo Premier Large Company Growth R6 has one-year annualized returns of 28.2%. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Assistance with existing accounts including contributions, rollovers, and distributions. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. See performance data and interactive charts for Wells Fargo Target 2020 Fund (STTRX). Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. NMLSR ID 399801. serviced by Wells Fargo. Research information including trailing returns and hypothetical growth for Wells Fargo Index Fund. To learn more, click here. The Screened List is updated quarterly, so you should review it regularly for current information. © 2021 Morningstar. We use cookies to understand how you use our site and to improve your experience. See its 7 best stocks FREE. Mutual Funds Stocks ETFs Bonds Best Investments ... Wells Fargo Precious Metals A EKWAX ... 2020. © 1999 - $('#copyright-year').html(new Date().getFullYear()); Wells Fargo. 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. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. 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. See performance data and interactive charts for Wells Fargo Growth Fund (SGRAX). These include both domestic and foreign funds, asset allocation funds and fixed-income funds. c) Revenue Sharing fees. 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. 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.”. NYSE and AMEX data is at least 20 minutes delayed. It is a highly diversified financial services company with operations limited not only to the domestic market. Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Like all investments, mutual funds have … 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 ZacksTrade and Zacks.com are separate companies. Zacks Equity Research A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.93% per year. 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. Please see the prospectus for the specific risks associated with an investment in a fund. These returns cover a period from January 1, 1988 through January 4, 2021. 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. 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. Submit. Invest in Wells Fargo mutual funds directly, through a brokerage account, or through a financial professional. 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 The average manager tenure for all managers at Wells Fargo is 14.14 years. Investing in all mutual funds … All of these have no loads and no transaction fees. WellsTrade customers can trade over 10,000 mutual funds. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. Want key mutual fund info delivered straight to your inbox? 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. Past performance is no guarantee of future results. 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. 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 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. 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%. Below we share with you three top-ranked Wells Fargo Advantage Funds. Mutual funds are popular because they offer diversification and are professionally managed. May 02, 2018, Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. The oldest fund launched was in 1968. 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. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. 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. See performance data and interactive charts for Wells Fargo Precious Metals Fund (EKWAX). ***Compensation to Wells Fargo Advisors Mutual funds are sold by prospectus. b) Networking / Omnibus fees. ... and our comprehensive roster of funds — all of which we harness to address our clients' specific needs. Brokerage products and services including WellsTrade® are offered through Wells Fargo Advisors. A recent pick, Maxar, skyrocketed +178.7% in 3 months. Help with retirement plans (401(k), 403(b), Defined Benefit, Profit Sharing, etc.) Robert J. Miller is one of the fund managers of WMFAX since 2008. Zacks Ranks stocks can, and often do, change throughout the month. 62.60% of all the mutual funds are no load funds. 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. Delayed quotes by Sungard. Get the lastest Fund Performance for Wells Fargo Dynamic Target 2025 Class A from Zacks Investment Research 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. Wells Fargo is the 11th-largest manager of target-date mutual funds, according to Morningstar’s 2017 TDF report. This includes personalizing content and advertising. More than 2,600 are no-load, no-transaction-fee funds. 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. Wells Fargo Advisors receives: The average expense ratio from all mutual funds is 0.61%. Below we share with you three top-ranked Wells Fargo Advantage Funds. Research information including trailing returns and hypothetical growth for Wells Fargo Growth Fund. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. WDTIX: Wells Fargo Dynamic Target 2025 Class A - Fund Performance Chart. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by … Real time prices by BATS. Wells Fargo Funds Wells Fargo is a company that sells mutual funds with $294,891M in assets under management. Learn about SGRAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Wells Fargo Municipal Bond A has returned 3.8% in the past year. Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. There are 291 Wells Fargo mutual funds, of which 110 have neither load nor transaction fee. The monthly returns are then compounded to arrive at the annual return. 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. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy) and is expected to outperform its peers in the future. Research information including trailing returns and hypothetical growth for Wells Fargo Precious Metals Fund. Wells Fargo Municipal Bond A WMFAX seeks income, which is free from federal income tax. 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. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Retirement Help and IRA Management. 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. The fund invests mainly in those large-cap companies that are included on the Russell 1000 Index. 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. Learn more about mutual funds at fidelity.com. Wells Fargo Advantage Funds diversifies its assets across a wide range of mutual fund categories. Get it free >>, Wells Fargo Pr Lrg Comp Gr R6 (EKJFX) - free report >>. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. 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. For 32 years, our Strong Buy list has averaged returns more than twice the market. Share Class. The fund may invest around one-fifth of its assets in securities that are subjected to federal alternative minimum tax. 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. 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. Visit performance for information about the performance numbers displayed above. Performance. Christopher Warner serves as a portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. Please read and consider the information carefully before investing. 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. 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. Wells Fargo Employer-Sponsored Accounts. NASDAQ data is at least 15 minutes delayed. Learn more about our capabilities. All rights reserved. Use up and down arrows to navigate suggestions. WMFAX invests a major part of its assets in municipal securities that offer federal income tax-exempted income. 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. Vanguard also administers 127 of its own mutual funds along with 55 ETF's. Copyright 2021 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. ... lagging performance in its largest funds — the Wells Fargo … The Wells Fargo mutual fund has an expense ratio of 0.83% compared to a category average of 0.85%. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Performance including sales charge assumes the sales charge for the corresponding time period. Privacy Policy | No cost, no obligation to buy anything ever. 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. 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. Investment products and services are offered through Wells Fargo Advisors. Risks: All mutual funds are subject to market risk. These include both domestic and foreign funds, asset allocation funds and fixed-income funds. a) Trails or trailing commissions. For additional information, call 1-800-233-5790. STYAX has an expense ratio of 0.74% as compared with the category average of 0.94%. It is professionally managed according to stated investment objectives found in the funds prospectus. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Public offering price (POP) is the price of one share of a fund including any sales charges. Visit www.zacksdata.com to get our data and content for your mobile app or website. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. View a different asset class for this fund. Call 1-800-SAVE-123 or 1-800-728-3123. All Rights Reserved. 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. If you do not, click Cancel. See performance data and interactive charts for Wells Fargo Index Fund (WFILX). By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. 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. Mutual fund investing offers those with limited time a way to have part ownership of a professionally researched and managed portfolio. If you wish to go to ZacksTrade, click OK. Wells Fargo Core Plus Bond A has returned 2.6% in the past year. Existing Wells Fargo IRAs. Research information including trailing returns and hypothetical growth for Wells Fargo Target 2020 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. Learn more about mutual funds at fidelity.com. 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. Net asset value (NAV) is the value of one share of the fund excluding any sales charges. The prospectus contains this and other information about the fund. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. The fund family manages a wide variety of mutual funds… See performance data and interactive charts for Wells Fargo Emerging Markets Equity Fund (EMGAX). Before joining WFAM in 2008, Bob served as a senior research associate, and earlier, as a senior compliance adviser, for Raymond James Financial. STYAX invests a bulk of its assets in debt securities. , strategies, and distributions managed portfolio 14.14 years idual securities funds by … Below share... Companies represented herein or assets ) - free report > >, Wells Fargo Growth fund ( ). Do, change throughout the month the lastest fund performance for Wells Fargo Growth (! Recaptcha and the Google Privacy Policy and Terms of Service in 3 months FINRA, an affiliate of Wells funds! 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