Mutual Fund Insights: Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

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See Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) performance details as of February 28, 2010

  

Last Trade: $13.03 on 3/19/2010, Change: -0.05 (-0.38%)

  

Fund Manager - Rodney H. Alldredge

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: C (Score: 0.58)     (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 2020 Inv Fund (WFDTX)

Data for Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) as of February 28, 2010

• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) management has been with Wells Fargo Advantage DJ Target 2020 Inv Fund for 3.7 years
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) has good Long-term performance (5-year return 2.98% vs 1.47 % Target Date 2016-2020 category average)
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) has a Morningstar rating of 4 and above
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) has an annual stock turnover rate of 38.00% vs Target Date 2016-2020 average of 38.28%. It is good that Wells Fargo Advantage DJ Target 2020 Inv management does not trade extensively for its return.
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.42, lower than category average of 16.66
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) 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 DJ Target 2020 Inv Fund (WFDTX)

Data for Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) as of February 28, 2010

• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) has a less-than-ideal short-term performance (1-year return 33.51% vs 40.08 % Target Date 2016-2020 category average)
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) has a less-than-ideal mid-term performance (3-year return -0.54% vs -3.45 % Target Date 2016-2020 category average)
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) ratio of up-years vs down years can be improved
• Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) has a higher management fee of 0.96% than its Target Date 2016-2020 average of 0.67%

See Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2020 Inv fund (WFDTX)

Date	Net Asset
02/2010	$1.30B
01/2010	$51.71M
11/2009	$41.80M

More historic net asset information on Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

  

Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2020 Inv fund (WFDTX)

Date	Cash	Stock	Bond	Other
08/2009	8.03%	46.21%	44.94%	0.83%
12/2008	5.6%	49.81%	44.36%	0.24%
09/2008	5.88%	54.01%	39.38%	0.73%

Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

Discover what Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX) manager is buying

31-Aug-09 Wells Fargo Advantage Money Market Trust [1.75%] EXXON MOBIL CP [0.59%] Japan (Government Of) 1.8% [0.58%] Japan (Government Of) 0.5% [0.54%] US Treasury Note 3.875% [0.46%] Japan (Government Of) 1.6% [0.39%] PROCTER GAMBLE CO [0.38%] Japan(Govt Of) 1.7% [0.37%] US Treasury Note [0.36%] US Treasury Note 4.25% [0.33%]

31-Dec-08 EXXON MOBIL CP [0.59%] Japan (Government Of) 1.8% [0.58%] Japan (Government Of) 0.5% [0.54%] US Treasury Note 3.875% [0.46%] Japan (Government Of) 1.6% [0.39%] PROCTER GAMBLE CO [0.38%] Japan(Govt Of) 1.7% [0.37%] US TREASURY NOTE [0.36%] US Treasury Note 4.25% [0.33%] US TREASURY NOTE [0.33%]

30-Sep-08 EXXON MOBIL CP [0.55%] Japan (Government Of) 0.5% [0.51%] US Treasury Note 4.25% [0.44%] US Treasury Note 3.875% [0.42%] Microsoft Corporation [0.37%] Japan (Government Of) 1.8% [0.36%] PROCTER GAMBLE CO [0.36%] GEN ELECTRIC CO [0.35%] US Treasury Note 3.875% [0.33%] Japan(Govt Of) 1.7% [0.32%]

Click here for Stock Holding Change Map in Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

  

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See more information on Wells Fargo Advantage DJ Target 2020 Inv Fund (WFDTX)

• Wells Fargo Advantage DJ Target 2020 Inv Fund Insights
• Wells Fargo Advantage DJ Target 2020 Inv Fund Performance Data
• Wells Fargo Advantage DJ Target 2020 Inv Fund News
• Wells Fargo Advantage DJ Target 2020 Inv Fund Score Explaination
• Wells Fargo Advantage DJ Target 2020 Inv Fund Manager Information
• Historic Wells Fargo Advantage DJ Target 2020 Inv Fund Asset Allocation Report
• Historic Wells Fargo Advantage DJ Target 2020 Inv Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage DJ Target 2020 Inv Fund Asset Under Management Tracking