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