Mutual Fund Insights: Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

3 months 6 months 1 year 3 year 5 year

See Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) performance details as of January 31, 2010

  

Last Trade: $8.58 on 3/18/2010, Change: -0.03 (-0.35%)

  

Fund Manager - George V. Daniels, Jr.

Fund Manager Tenure: 2.7 years   [Similar Funds: WFQDX  WFQGX ]
Fundmojo Fund Grade: C (Score: 0.56)     (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 2050 I Fund (WFQFX)

Data for Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) as of January 31, 2010

• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) has good short-term performance (1-year return 40.38% vs 37.82% Target Date 2050+ category average)
• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) has an annual stock turnover rate of 29.00% vs Target Date 2050+ average of 56.14%. It is good that Wells Fargo Advantage DJ Target 2050 I management does not trade extensively for its return.
• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) has a lower management fee than its Target Date 2050+ average: 0.52% vs 0.62%
• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) 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 2050 I Fund (WFQFX)

Data for Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) as of January 31, 2010

• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) management has been with Wells Fargo Advantage DJ Target 2050 I Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
• Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) ratio of up-years vs down years can be improved

See Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2050 I fund (WFQFX)

Date	Net Asset
01/2010	$379.12M
11/2009	$367.67M
10/2009	$351.13M

More historic net asset information on Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

  

Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2050 I fund (WFQFX)

Date	Cash	Stock	Bond	Other
08/2009	6.82%	86.5%	6.29%	0.39%
12/2008	4.53%	88.85%	6.33%	0.29%
09/2008	4.9%	88.53%	6.1%	0.47%

Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

Discover what Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX) manager is buying

31-Aug-09 MIDCAP 400 FUTURE SEPT 09 [0.8%] EXXON MOBIL CP [0.8%] Russell 2000 Mini Sept 09 [0.78%] S&P Mini Index (Fut) [0.75%] Microsoft Corporation [0.61%] PROCTER GAMBLE CO [0.5%] INTL BUSINESS MACH [0.49%] Apple Inc. [0.47%] Cisco Systems, Inc. [0.39%] JOHNSON AND JOHNS DC [0.39%]

31-Dec-08 EXXON MOBIL CP [1.05%] PROCTER GAMBLE CO [0.67%] Microsoft Corporation [0.57%] AT&T INC. [0.45%] JOHNSON AND JOHNS DC [0.44%] GEN ELECTRIC CO [0.43%] INTL BUSINESS MACH [0.41%] CHEVRON CORP [0.4%] WAL MART STORES [0.36%] Cisco Systems, Inc. [0.35%]

30-Sep-08 EXXON MOBIL CP [0.91%] Microsoft Corporation [0.61%] PROCTER GAMBLE CO [0.59%] GEN ELECTRIC CO [0.57%] INTL BUSINESS MACH [0.45%] JOHNSON AND JOHNS DC [0.43%] CHEVRON CORP [0.38%] Cisco Systems, Inc. [0.38%] AT&T INC. [0.37%] JP MORGAN CHASE CO [0.36%]

Click here for Stock Holding Change Map in Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

  

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See more information on Wells Fargo Advantage DJ Target 2050 I Fund (WFQFX)

• Wells Fargo Advantage DJ Target 2050 I Fund Insights
• Wells Fargo Advantage DJ Target 2050 I Fund Performance Data
• Wells Fargo Advantage DJ Target 2050 I Fund News
• Wells Fargo Advantage DJ Target 2050 I Fund Score Explaination
• Wells Fargo Advantage DJ Target 2050 I Fund Manager Information
• Historic Wells Fargo Advantage DJ Target 2050 I Fund Asset Allocation Report
• Historic Wells Fargo Advantage DJ Target 2050 I Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage DJ Target 2050 I Fund Asset Under Management Tracking