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