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Mutual Fund Insights: Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

Mutual fund chart: Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

3 months
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See Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) performance details as of January 31, 2010

  

    Last Trade: $12.28 on 3/18/2010, Change: -0.03 (-0.24%)

  

Fund Manager - George V. Daniels, Jr.

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Daniels co-founded GIA in 1994 and currently serves as co-portfolio manager and chairman/chief executive officer of GIA. He has served as an investment management consultant to both defined benefit and defined contribution retirement plans since 1966.  Get more insights on George V. Daniels, Jr.

  

What we like about Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) What we like about Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

Data for Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) as of January 31, 2010

  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) management has been with Wells Fargo Advantage DJ Target 2010 B Fund for 3.7 years
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) has good mid-term performance (3-year return 1.15% vs -1.69% Target Date 2000-2010 category average)
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) has good Long-term performance (5-year return 2.66% vs 2.20% Target Date 2000-2010 category average)
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.89, lower than category average of 13.15

  

What we are cautious about Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) What we are cautious about Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

Data for Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) as of January 31, 2010

  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) has a less-than-ideal short-term performance (1-year return 15.27% vs 25.58% Target Date 2000-2010 category average)
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) has a higher management fee of 1.76% than its Target Date 2000-2010 average of 0.60%
  • Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) carries a 5% load
See Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2000-2010 category?

Below are some additional Target Date 2000-2010 mutual funds generated out of our database

  

Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2010 B fund (SPTBX)

DateNet Asset
01/2010$2.75M
11/2009$3.18M
10/2009$3.27M
More historic net asset information on Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

  

Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2010 B fund (SPTBX)

DateCashStockBondOther
08/20098.65%24.84%65.22%1.28%
12/20086.26%26.46%67.07%0.21%
09/20086.49%31.52%61.08%0.89%
Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

Discover what Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX) manager is buying

31-Aug-09
Japan (Government Of) 1.8% [0.59%]
US Treasury Note 3.875% [0.47%]
FHLMC 4.5% [0.41%]
GNMA [0.41%]
Japan (Government Of) 1.6% [0.4%]
Japan(Govt Of) 1.7% [0.38%]
FNMA [0.37%]
Japan(Govt Of) 1.5% [0.37%]
US Treasury Note [0.36%]
Japan (Government Of) 1.5% [0.34%]

31-Dec-08
Japan (Government Of) 1.8% [0.88%]
Japan (Government Of) 0.5% [0.82%]
US Treasury Note 3.875% [0.7%]
Japan (Government Of) 1.6% [0.6%]
Japan(Govt Of) 1.7% [0.56%]
US TREASURY NOTE [0.54%]
US Treasury Note 4.25% [0.51%]
US TREASURY NOTE [0.5%]
US Treasury Note 4.625% [0.5%]
Japan (Government Of) 0.7% [0.47%]

30-Sep-08
Japan (Government Of) 0.5% [0.79%]
US Treasury Note 4.25% [0.68%]
US Treasury Note 3.875% [0.65%]
Japan (Government Of) 1.8% [0.56%]
US Treasury Note 3.875% [0.52%]
Japan(Govt Of) 1.7% [0.5%]
Japan (Government Of) 1.6% [0.5%]
US Treasury Bond 8.125% [0.47%]
Japan (Government Of) 0.7% [0.46%]
FHLMC 5% [0.44%]
Click here for Stock Holding Change Map in Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

  

Related books and products to Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

  

Latest News on Wells Fargo Advantage DJ Target 2010 B (SPTBX)

See what is happening with Wells Fargo Advantage DJ Target 2010 B Fund (SPTBX)

 

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