Barclays Global Investors Bond Index
400 Howard Street San Francisco CA 94105
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Phone: 877-244-1544
| Category: | Intermediate-Term Bond | | Fund Family: | Barclays | | Net Assets: | 136.77M | | Year-to-Date Return: | 2.28% | | Yield: | 5.06% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jul-93 |
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Lee Sterne
Lead Manager since
31-Aug-96 | | | Sterne has been employed by BGFA and BGI as the head of U.S. Fixed Income Index and iShares Portfolio Management and Trading since September 2007. Prior to his current position, he was a senior portfolio manager with BGFA and BGI from 2004 to 2007 and a portfolio manager with BGFA and BGI from 2001to 2004. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide investment results that correspond to the total return performance of fixed-income securities in the aggregate, as represented by the Lehman Brothers U.S. Aggregate index. The fund normally invests at least 90% of assets, plus the amount of any borrowing for investment purposes in a representative sample of securities comprising the Lehman Brothers Aggregate Bond index. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 200.26% |
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| Expense | WFBIX | Category
Avg | | Total Expense Ratio: | 0.23%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$85 | $466 | | 5 Yr Expense Projection*: |
$152 | $718 | | 10 Yr Expense Projection*: |
$351 | $1,428 |
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5.11% Nasdaq 0.00%
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