Wells Fargo Advantage Discovery Instl
525 Market Street San Francisco CA 94163
Map
Phone: 800-222-8222
| Category: | Mid-Cap Growth | | Fund Family: | Wells Fargo Advantage | | Net Assets: | 14.30M | | Year-to-Date Return: | -5.21% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Aug-06 |
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Thomas J. Pence
Lead Manager since
01-Jul-01 | | | Pence is managing director and senior portfolio manager of Wells Capital Management. Previously, he was with Strong Capital Management from October 2000 to April 2005. Previously, he was chief equity investment officer and senior vice president at Conseco Capital Management which he joined in 1991 and a senior security analyst at another company in the forest-products and natural-gas industries. Pence holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | 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 long-term capital growth. The fund primarily invests at least 80% of net assets in stocks of small, medium capitalization companies with market capitalizations at the time of purchase equal to or lower than the company with the largest market capitalization in the Russell Midcap (Reg. TM) index that offer attractive opportunities for growth. It may invest in up to 25% of assets in foreign securities through ADRs and similar investments. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 3.98 | | Annual Holdings Turnover
| 137.00% | | Average for Category:
| 117.29% |
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| Expense | WFDSX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$306 | $696 | | 5 Yr Expense Projection*: |
$531 | $1,084 | | 10 Yr Expense Projection*: |
$1,178 | $2,130 |
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1.47% Nasdaq 
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