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Mutual Fund Insights: Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

Mutual fund chart: Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

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See Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) performance details as of January 31, 2010

  

    Last Trade: $13.32 on 3/19/2010, Change: -0.07 (-0.52%)

  

Fund Manager - George V. Daniels, Jr.

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: A (Score: 0.76)     (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 2030 Adm Fund (WFLIX) What we like about Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

Data for Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) as of January 31, 2010

  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) management has been with Wells Fargo Advantage DJ Target 2030 Adm Fund for 3.7 years
  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) has good mid-term performance (3-year return -3.26% vs -6.01% Target Date 2026-2030 category average)
  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) has good Long-term performance (5-year return 2.29% vs 0.95% Target Date 2026-2030 category average)
  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) has a Morningstar rating of 4 and above
  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.36, lower than category average of 19.59
  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) 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 2030 Adm Fund (WFLIX) What we are cautious about Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

Data for Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) as of January 31, 2010

  • Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) has a higher management fee of 0.86% than its Target Date 2026-2030 average of 0.63%
See Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2026-2030 category?

Below are some additional Target Date 2026-2030 mutual funds generated out of our database

  

Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2030 Adm fund (WFLIX)

DateNet Asset
01/2010$247.14M
11/2009$228.68M
10/2009$211.69M
More historic net asset information on Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

  

Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2030 Adm fund (WFLIX)

DateCashStockBondOther
08/20097.28%71.05%21.1%0.56%
12/20084.93%74.77%20.03%0.27%
09/20085.27%75.83%18.34%0.56%
Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

Discover what Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX) 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 Adm Fund (WFLIX)

  

Related books and products to Wells Fargo Advantage DJ Target 2030 Adm Fund (WFLIX)

  

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