Mutual Fund Insights: Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

In-depth Analysis of Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

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See Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) performance details as of February 28, 2010

  

Last Trade: $8.99 on 3/19/2010, Change: -0.04 (-0.44%)

  

Fund Manager - Rodney H. Alldredge

Fund Manager Tenure: 2.7 years   [Similar Funds: WFTYX ]
Fundmojo Fund Grade: C (Score: 0.56)     (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 2025 Adm Fund (WFTRX)

Data for Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) as of February 28, 2010

• Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) 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 2025 Adm Fund (WFTRX)

Data for Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) as of February 28, 2010

• Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) management has been with Wells Fargo Advantage DJ Target 2025 Adm 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 2025 Adm Fund (WFTRX) has a less-than-ideal short-term performance (1-year return 41.33% vs 47.78 % Target Date 2021-2025 category average)
• Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) ratio of up-years vs down years can be improved
• Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) has an annual stock turnover rate of 35.00% that is higher than the Target Date 2021-2025 average of 29.23%. This could mean Wells Fargo Advantage DJ Target 2025 Adm is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) has a higher management fee of 0.63% than its Target Date 2021-2025 average of 0.58%

See Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) Net Asset

Track net asset change of Wells Fargo Advantage DJ Target 2025 Adm fund (WFTRX)

Date	Net Asset
02/2010	$1.17B
01/2010	$36.35M
11/2009	$26.56M

More historic net asset information on Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

  

Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage DJ Target 2025 Adm fund (WFTRX)

Date	Cash	Stock	Bond	Other
08/2009	7.63%	59.3%	32.39%	0.69%
12/2008	5.24%	62.91%	31.61%	0.26%
09/2008	5.54%	65.57%	28.23%	0.65%

Click here to see more historic asset allocation information on Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

Discover what Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX) manager is buying

31-Aug-09 MIDCAP 400 FUTURE SEPT 09 [0.55%] EXXON MOBIL CP [0.55%] Russell 2000 Mini Sept 09 [0.53%] S&P Mini Index (Fut) [0.51%] Microsoft Corporation [0.42%] PROCTER GAMBLE CO [0.34%] INTL BUSINESS MACH [0.34%] Apple Inc. [0.32%] Japan (Government Of) 1.8% [0.29%] Cisco Systems, Inc. [0.27%]

31-Dec-08 EXXON MOBIL CP [0.75%] PROCTER GAMBLE CO [0.47%] Japan (Government Of) 1.8% [0.41%] Microsoft Corporation [0.4%] Japan (Government Of) 0.5% [0.38%] US Treasury Note 3.875% [0.33%] AT&T INC. [0.32%] JOHNSON AND JOHNS DC [0.31%] GEN ELECTRIC CO [0.3%] INTL BUSINESS MACH [0.29%]

30-Sep-08 EXXON MOBIL CP [0.67%] Microsoft Corporation [0.45%] PROCTER GAMBLE CO [0.44%] GEN ELECTRIC CO [0.42%] Japan (Government Of) 0.5% [0.36%] INTL BUSINESS MACH [0.33%] JOHNSON AND JOHNS DC [0.32%] US Treasury Note 4.25% [0.31%] US Treasury Note 3.875% [0.3%] CHEVRON CORP [0.28%]

Click here for Stock Holding Change Map in Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

  

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See more information on Wells Fargo Advantage DJ Target 2025 Adm Fund (WFTRX)

• Wells Fargo Advantage DJ Target 2025 Adm Fund Insights
• Wells Fargo Advantage DJ Target 2025 Adm Fund Performance Data
• Wells Fargo Advantage DJ Target 2025 Adm Fund News
• Wells Fargo Advantage DJ Target 2025 Adm Fund Score Explaination
• Wells Fargo Advantage DJ Target 2025 Adm Fund Manager Information
• Historic Wells Fargo Advantage DJ Target 2025 Adm Fund Asset Allocation Report
• Historic Wells Fargo Advantage DJ Target 2025 Adm Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage DJ Target 2025 Adm Fund Asset Under Management Tracking