Mutual Fund Insights: Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

3 months 6 months 1 year 3 year 5 year

See Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) performance details as of January 31, 2010

  

Last Trade: $8.45 on 3/15/2010, Change: -0.03 (-0.35%)

  

Fund Manager - George V. Daniels, Jr.

Fund Manager Tenure: 2.7 years   [Similar Funds: WFQSX  WFQYX ]
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 2045 I Fund (WFQPX)

Data for Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) as of January 31, 2010

• Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) 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 2045 I Fund (WFQPX) has good short-term performance (1-year return 40.08% vs 36.78% Target Date 2041-2045 category average)
• Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) has an annual stock turnover rate of 29.00% vs Target Date 2041-2045 average of 32.63%. It is good that Wells Fargo Advantage DJ Target 2045 I management does not trade extensively for its return.
• Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) has a lower management fee than its Target Date 2041-2045 average: 0.52% vs 0.57%
• Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) 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 2045 I Fund (WFQPX)

Data for Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) as of January 31, 2010

• Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) management has been with Wells Fargo Advantage DJ Target 2045 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 2045 I Fund (WFQPX) ratio of up-years vs down years can be improved

See Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2041-2045 category?

Below are some additional Target Date 2041-2045 mutual funds generated out of our database

• American Century LIVESTRONG 2045 Instl (AOOIX)    [ Compare with Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) ]
• See top fund managers for Target Date 2041-2045 Category Funds
• Browse other funds in Target Date 2041-2045 Category

  

Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2045 I fund (WFQPX)

Date	Net Asset
01/2010	$48.41M
11/2009	$38.70M
10/2009	$36.48M

More historic net asset information on Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

  

Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2045 I fund (WFQPX)

Date	Cash	Stock	Bond	Other
08/2009	6.81%	86.5%	6.29%	0.39%
12/2008	4.55%	88.83%	6.33%	0.29%
09/2008	4.89%	88.54%	6.1%	0.47%

Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

Discover what Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX) 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 2045 I Fund (WFQPX)

  

Related books and products to Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

  

Latest News on Wells Fargo Advantage DJ Target 2045 I (WFQPX)

See what is happening with Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

Yahoo! Finance: RSS feed not found See more news on Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

 

Books and Resources

 

 

See more information on Wells Fargo Advantage DJ Target 2045 I Fund (WFQPX)

• Wells Fargo Advantage DJ Target 2045 I Fund Insights
• Wells Fargo Advantage DJ Target 2045 I Fund Performance Data
• Wells Fargo Advantage DJ Target 2045 I Fund News
• Wells Fargo Advantage DJ Target 2045 I Fund Score Explaination
• Wells Fargo Advantage DJ Target 2045 I Fund Manager Information
• Historic Wells Fargo Advantage DJ Target 2045 I Fund Asset Allocation Report
• Historic Wells Fargo Advantage DJ Target 2045 I Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage DJ Target 2045 I Fund Asset Under Management Tracking