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Mutual Fund Insights: Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

In-depth Analysis of Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

Mutual fund chart: Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

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See Wells Fargo Advantage DJ Target Today B Fund (WFOKX) performance details as of January 31, 2010

  

    Last Trade: $10.40 on 3/18/2010, Change: -0.03 (-0.29%)

  

Fund Manager - George V. Daniels, Jr.

Fund Manager Tenure: 3.7 years   [Similar Funds: WFODX ]
Fundmojo Fund Grade: C (Score: 0.58)     (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 Today B Fund (WFOKX) What we like about Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

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

  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) management has been with Wells Fargo Advantage DJ Target Today B Fund for 3.7 years
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) has good mid-term performance (3-year return 2.79% vs 0.35% Retirement Income category average)
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) has good Long-term performance (5-year return 3.09% vs 2.55% Retirement Income category average)
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.17, lower than category average of 9.85

  

What we are cautious about Wells Fargo Advantage DJ Target Today B Fund (WFOKX) What we are cautious about Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

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

  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) has a less-than-ideal short-term performance (1-year return 11.48% vs 21.65% Retirement Income category average)
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) is less safe compared to its Retirement Income peers
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) has a higher management fee of 1.73% than its Retirement Income average of 0.64%
  • Wells Fargo Advantage DJ Target Today B Fund (WFOKX) carries a 5% load
See Wells Fargo Advantage DJ Target Today B Fund (WFOKX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage DJ Target Today B Fund (WFOKX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target Today B fund (WFOKX)

DateNet Asset
01/2010$2.28M
11/2009$2.46M
10/2009$2.65M
More historic net asset information on Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

  

Wells Fargo Advantage DJ Target Today B Fund (WFOKX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target Today B fund (WFOKX)

DateCashStockBondOther
08/20099.78%14.74%74.19%1.29%
12/200813.26%15%71.57%0.18%
09/200820.19%15.12%63.58%1.1%
Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

Discover what Wells Fargo Advantage DJ Target Today B Fund (WFOKX) manager is buying

31-Aug-09
Japan (Government Of) 1.8% [0.67%]
US Treasury Note 3.875% [0.53%]
FHLMC 4.5% [0.47%]
GNMA [0.47%]
Japan (Government Of) 1.6% [0.46%]
Japan(Govt Of) 1.7% [0.43%]
FNMA [0.43%]
Japan(Govt Of) 1.5% [0.42%]
US Treasury Note [0.41%]
Japan (Government Of) 1.5% [0.38%]

31-Dec-08
Japan (Government Of) 1.8% [0.93%]
Japan (Government Of) 0.5% [0.87%]
US Treasury Note 3.875% [0.74%]
Japan (Government Of) 1.6% [0.63%]
Japan(Govt Of) 1.7% [0.6%]
US TREASURY NOTE [0.58%]
US Treasury Note 4.25% [0.54%]
US TREASURY NOTE [0.53%]
US Treasury Note 4.625% [0.53%]
Japan (Government Of) 0.7% [0.49%]

30-Sep-08
Japan (Government Of) 0.5% [0.81%]
US Treasury Note 4.25% [0.69%]
US Treasury Note 3.875% [0.67%]
Japan (Government Of) 1.8% [0.58%]
US Treasury Note 3.875% [0.53%]
Japan(Govt Of) 1.7% [0.51%]
Japan (Government Of) 1.6% [0.51%]
US Treasury Bond 8.125% [0.48%]
Japan (Government Of) 0.7% [0.47%]
FHLMC 5% [0.45%]
Click here for Stock Holding Change Map in Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

  

Related books and products to Wells Fargo Advantage DJ Target Today B Fund (WFOKX)

  

Latest News on Wells Fargo Advantage DJ Target Today B (WFOKX)

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