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Fund Intelligence | Best Managers | SHYYX Insights | SHYYX Score | SHYYX Performance | SHYYX Manager | SHYYX News | SHYYX Allocation | SHYYX Holdings Change

Mutual Fund Insights: Wells Fargo Advantage High Income I Fund (SHYYX)

In-depth Analysis of Wells Fargo Advantage High Income I Fund (SHYYX)

Mutual fund chart: Wells Fargo Advantage High Income I Fund (SHYYX)

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See Wells Fargo Advantage High Income I Fund (SHYYX) performance details as of January 31, 2010

  

    Last Trade: $7.13 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Thomas M. Price

Fund Manager Tenure: 11.9 years
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Price is a portfolio manager with Wells Capital Management. Previously, Price managed portfolios from May 1998 to April 2005 with Strong Capital Management. Prior to joining the firm, he served as a high-yield bond analyst with Northwestern Mutual Life Insurance. From 1989 to 1991, he was a financial analyst with Houlihan, Lokey, Howard & Zukin. Price holds the Chartered Financial Analyst designation.  Get more insights on Thomas M. Price

  

What we like about Wells Fargo Advantage High Income I Fund (SHYYX) What we like about Wells Fargo Advantage High Income I Fund (SHYYX)

Data for Wells Fargo Advantage High Income I Fund (SHYYX) as of January 31, 2010

  • Wells Fargo Advantage High Income I Fund (SHYYX) management has been with Wells Fargo Advantage High Income I Fund for 11.9 years
  • Wells Fargo Advantage High Income I Fund (SHYYX) has good mid-term performance (3-year return 4.35% vs 3.11% High Yield Bond category average)
  • Wells Fargo Advantage High Income I Fund (SHYYX) has good Long-term performance (5-year return 5.54% vs 4.59% High Yield Bond category average)
  • Wells Fargo Advantage High Income I Fund (SHYYX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage High Income I Fund (SHYYX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage High Income I Fund (SHYYX) has an annual stock turnover rate of 52.00% vs High Yield Bond average of 95.38%. It is good that Wells Fargo Advantage High Income I management does not trade extensively for its return.
  • Wells Fargo Advantage High Income I Fund (SHYYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.48, lower than category average of 15.39
  • Wells Fargo Advantage High Income I Fund (SHYYX) has a lower management fee than its High Yield Bond average: 0.50% vs 1.21%
  • Wells Fargo Advantage High Income I Fund (SHYYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Wells Fargo Advantage High Income I Fund (SHYYX) What we are cautious about Wells Fargo Advantage High Income I Fund (SHYYX)

Data for Wells Fargo Advantage High Income I Fund (SHYYX) as of January 31, 2010

  • Wells Fargo Advantage High Income I Fund (SHYYX) has a less-than-ideal short-term performance (1-year return 27.85% vs 41.66% High Yield Bond category average)
See Wells Fargo Advantage High Income I Fund (SHYYX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage High Income I Fund (SHYYX) Net Asset

Track net asset change of Wells Fargo Advantage High Income I fund (SHYYX)

DateNet Asset
01/2010$180.94M
11/2009$170.04M
10/2009$169.40M
More historic net asset information on Wells Fargo Advantage High Income I Fund (SHYYX)

  

Wells Fargo Advantage High Income I Fund (SHYYX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage High Income I fund (SHYYX)

DateCashStockBondOther
08/20094.28%0%95.52%0.2%
05/20097.18%0%90.46%2.36%
02/200914.23%0%82%3.77%
Click here to see more historic asset allocation information on Wells Fargo Advantage High Income I Fund (SHYYX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage High Income I Fund (SHYYX)

Discover what Wells Fargo Advantage High Income I Fund (SHYYX) manager is buying

31-Aug-09
Intelsat 11.25% [1.45%]
Chesapeake Engy 6.375% [1.4%]
Ford Motor Credit 7.8% [1.14%]
Crown Cork & Seal 8% [1.05%]
DirecTV Hldgs 7.63% [1.04%]
Constellation Brands 7.25% [1%]
Federated Retail Hldgs 5.9% [0.95%]
NALCO CO [0.94%]
Corrections Corp Amer New 6.25% [0.92%]
Qwest 7.5% [0.9%]

31-May-09
Wells Fargo Advantage Money Market Trust [7.13%]
Intelsat 11.25% [1.74%]
Chesapeake Engy 6.375% [1.6%]
DIRECTV HLDGS LLC / DIRECTV [1.16%]
Corrections 6.25% [1.09%]
Qwest 7.5% [1.05%]
L-3 Comms 6.375% [1.05%]
Nrg Engy 7.375% [1.02%]
Ford Motor Credit 7.8% [1.01%]
SANDRIDGE ENERGY [0.98%]

28-Feb-09
Intelsat 11.25% [1.93%]
Qwest 7.5% [1.36%]
Csc Hldgs 144A 8.5% [1.26%]
L-3 Comms 6.375% [1.23%]
Owens Ill 7.8% [1.21%]
VENTAS RLTY [1.21%]
Aramark 8.5% [1.14%]
Inergy L P & Inergy Fin 6.875% [1.13%]
Pride Intl 7.375% [1.11%]
Nrg Engy 7.375% [1.1%]
Click here for Stock Holding Change Map in Wells Fargo Advantage High Income I Fund (SHYYX)

  

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Latest News on Wells Fargo Advantage High Income I (SHYYX)

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