Mutual Fund Insights: Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

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See Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) performance details as of February 28, 2010

  

Last Trade: $13.18 on 3/19/2010, Change: -0.07 (-0.53%)

  

Fund Manager - Rodney H. Alldredge

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Alldredge co-founded GIA in 1994 and currently serves as co-portfolio manager and senior analyst of GIA, which provides advisory services, a series of collective investment funds. Rodney H. Alldredge has served as a consulting analyst and asset allocation strategist for both defined benefit and defined contribution retirement plans since 1989.  Get more insights on Rodney H. Alldredge

  

 What we like about Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

Data for Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) as of February 28, 2010

• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) management has been with Wells Fargo Advantage DJ Target 2030 A Fund for 3.7 years
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) has good Long-term performance (5-year return 2.02% vs 1.00 % Target Date 2026-2030 category average)
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) has an annual stock turnover rate of 33.00% vs Target Date 2026-2030 average of 35.55%. It is good that Wells Fargo Advantage DJ Target 2030 A management does not trade extensively for its return.
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.42, lower than category average of 19.58

  

 What we are cautious about Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

Data for Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) as of February 28, 2010

• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) has a less-than-ideal short-term performance (1-year return 48.17% vs 48.70 % Target Date 2026-2030 category average)
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) has a less-than-ideal mid-term performance (3-year return -2.91% vs -4.96 % Target Date 2026-2030 category average)
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) has a Morningstar rating of 3 and below
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) has a higher management fee of 1.21% than its Target Date 2026-2030 average of 0.63%
• Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) carries a 5.75% load

See Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2030 A fund (STHRX)

Date	Net Asset
02/2010	$1.00B
01/2010	$54.85M
11/2009	$64.45M

More historic net asset information on Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

  

Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2030 A fund (STHRX)

Date	Cash	Stock	Bond	Other
08/2009	7.28%	71.05%	21.1%	0.56%
12/2008	4.93%	74.77%	20.03%	0.27%
09/2008	5.27%	75.83%	18.34%	0.56%

Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

Discover what Wells Fargo Advantage DJ Target 2030 A Fund (STHRX) manager is buying

31-Aug-09 MIDCAP 400 FUTURE SEPT 09 [0.66%] EXXON MOBIL CP [0.65%] Russell 2000 Mini Sept 09 [0.64%] S&P Mini Index (Fut) [0.62%] Microsoft Corporation [0.5%] PROCTER GAMBLE CO [0.41%] INTL BUSINESS MACH [0.4%] Apple Inc. [0.39%] Cisco Systems, Inc. [0.32%] JOHNSON AND JOHNS DC [0.32%]

31-Dec-08 EXXON MOBIL CP [0.89%] PROCTER GAMBLE CO [0.56%] Microsoft Corporation [0.48%] AT&T INC. [0.37%] JOHNSON AND JOHNS DC [0.37%] GEN ELECTRIC CO [0.36%] INTL BUSINESS MACH [0.35%] CHEVRON CORP [0.34%] WAL MART STORES [0.3%] Cisco Systems, Inc. [0.29%]

30-Sep-08 EXXON MOBIL CP [0.78%] Microsoft Corporation [0.52%] PROCTER GAMBLE CO [0.5%] GEN ELECTRIC CO [0.49%] INTL BUSINESS MACH [0.38%] JOHNSON AND JOHNS DC [0.37%] CHEVRON CORP [0.33%] Cisco Systems, Inc. [0.32%] AT&T INC. [0.32%] JP MORGAN CHASE CO [0.31%]

Click here for Stock Holding Change Map in Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

  

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See more information on Wells Fargo Advantage DJ Target 2030 A Fund (STHRX)

• Wells Fargo Advantage DJ Target 2030 A Fund Insights
• Wells Fargo Advantage DJ Target 2030 A Fund Performance Data
• Wells Fargo Advantage DJ Target 2030 A Fund News
• Wells Fargo Advantage DJ Target 2030 A Fund Score Explaination
• Wells Fargo Advantage DJ Target 2030 A Fund Manager Information
• Historic Wells Fargo Advantage DJ Target 2030 A Fund Asset Allocation Report
• Historic Wells Fargo Advantage DJ Target 2030 A Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage DJ Target 2030 A Fund Asset Under Management Tracking