wells fargo mutual funds performance

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