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Mutual Fund Insights: Wells Fargo Advantage High Income Inv Fund (STHYX)

In-depth Analysis of Wells Fargo Advantage High Income Inv Fund (STHYX)

Mutual fund chart: Wells Fargo Advantage High Income Inv Fund (STHYX)

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See Wells Fargo Advantage High Income Inv Fund (STHYX) performance details as of February 28, 2010

  

    Last Trade: $7.09 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Kevin J Maas

Fund Manager Tenure: 2.5 years   [Similar Funds: STHBX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Kevin J Maas joined Wells Capital Management in 2005 as a senior research analyst specializing in taxable high yield securities. Prior to joining Wells Capital Management, Kevin J Maas was with Strong Capital Management since 1999 as a high-yield, taxable fixed-income analyst. Kevin J Maas holds the Chartered Financial Analyst designation.  Get more insights on Kevin J Maas

  

What we like about Wells Fargo Advantage High Income Inv Fund (STHYX) What we like about Wells Fargo Advantage High Income Inv Fund (STHYX)

Data for Wells Fargo Advantage High Income Inv Fund (STHYX) as of February 28, 2010

  • Wells Fargo Advantage High Income Inv Fund (STHYX) has good mid-term performance (3-year return 3.46% vs 2.71 % High Yield Bond category average)
  • Wells Fargo Advantage High Income Inv Fund (STHYX) has good Long-term performance (5-year return 4.79% vs 4.33 % High Yield Bond category average)
  • Wells Fargo Advantage High Income Inv Fund (STHYX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage High Income Inv Fund (STHYX) has an annual stock turnover rate of 52.00% vs High Yield Bond average of 97.73%. It is good that Wells Fargo Advantage High Income Inv management does not trade extensively for its return.
  • Wells Fargo Advantage High Income Inv Fund (STHYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.44, lower than category average of 15.37
  • Wells Fargo Advantage High Income Inv Fund (STHYX) has a lower management fee than its High Yield Bond average: 0.92% vs 1.21%
  • Wells Fargo Advantage High Income Inv Fund (STHYX) 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 Inv Fund (STHYX) What we are cautious about Wells Fargo Advantage High Income Inv Fund (STHYX)

Data for Wells Fargo Advantage High Income Inv Fund (STHYX) as of February 28, 2010

  • Wells Fargo Advantage High Income Inv Fund (STHYX) management has been with Wells Fargo Advantage High Income Inv Fund for only 2.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Wells Fargo Advantage High Income Inv Fund (STHYX) has a less-than-ideal short-term performance (1-year return 28.43% vs 45.45 % High Yield Bond category average)
  • Wells Fargo Advantage High Income Inv Fund (STHYX) has a Morningstar rating of 3 and below
See Wells Fargo Advantage High Income Inv Fund (STHYX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage High Income Inv Fund (STHYX) Net Asset

Track net asset change of Wells Fargo Advantage High Income Inv fund (STHYX)

DateNet Asset
02/2010$606.80M
01/2010$311.35M
11/2009$306.53M
More historic net asset information on Wells Fargo Advantage High Income Inv Fund (STHYX)

  

Wells Fargo Advantage High Income Inv Fund (STHYX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage High Income Inv fund (STHYX)

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 Inv Fund (STHYX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage High Income Inv Fund (STHYX)

Discover what Wells Fargo Advantage High Income Inv Fund (STHYX) 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 Inv Fund (STHYX)

  

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Latest News on Wells Fargo Advantage High Income Inv (STHYX)

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