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Fund Intelligence | Best Managers | WUSDX Insights | WUSDX Score | WUSDX Performance | WUSDX Manager | WUSDX News | WUSDX Allocation | WUSDX Holdings Change

Mutual Fund Insights: Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

In-depth Analysis of Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

Mutual fund chart: Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

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See Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) performance details as of January 31, 2010

  

    Last Trade: $8.45 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - Thomas M. Price

Fund Manager Tenure: 8.0 years   [Similar Funds: WUSTX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Price is a portfolio manager with Wells Capital Management. Previously, Price managed portfolios from May 1998 to April 2005 with Strong Capital Management. Prior to joining the firm, he served as a high-yield bond analyst with Northwestern Mutual Life Insurance. From 1989 to 1991, he was a financial analyst with Houlihan, Lokey, Howard & Zukin. Price holds the Chartered Financial Analyst designation.  Get more insights on Thomas M. Price

  

What we like about Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) What we like about Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

Data for Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) as of January 31, 2010

  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) management has been with Wells Fargo Advantage Ultra S/T Inc Adm Fund for 8.0 years
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) has good short-term performance (1-year return 8.97% vs 6.10% Ultrashort Bond category average)
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) has good mid-term performance (3-year return 1.78% vs 1.75% Ultrashort Bond category average)
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) has good Long-term performance (5-year return 2.82% vs 2.37% Ultrashort Bond category average)
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) has an annual stock turnover rate of 32.00% vs Ultrashort Bond average of 126.40%. It is good that Wells Fargo Advantage Ultra S/T Inc Adm management does not trade extensively for its return.
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.82, lower than category average of 2.92
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) has a lower management fee than its Ultrashort Bond average: 0.55% vs 0.74%
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) 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 Ultra S/T Inc Adm Fund (WUSDX) What we are cautious about Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

Data for Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) as of January 31, 2010

  • Wells Fargo Advantage Ultra S/T Inc Adm Fund is a focused fund with 54.76% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) ratio of up-years vs down years can be improved
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) is less safe compared to its Ultrashort Bond peers
See Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) Net Asset

Track net asset change of Wells Fargo Advantage Ultra S/T Inc Adm fund (WUSDX)

DateNet Asset
01/2010$86.68M
11/2009$79.15M
10/2009$78.57M
More historic net asset information on Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

  

Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Ultra S/T Inc Adm fund (WUSDX)

DateCashStockBondOther
11/200925.47%0%74.53%0%
08/200927.27%0%72.73%0%
05/200930.82%0%69.18%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

Discover what Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX) manager is buying

30-Nov-09
US Treasury Bond (Fut) [32.86%]
Wfa Money Market Trust Par 645 [10.78%]
Jpmorgan Chase & Co Fdic Tlgp FRN [1.68%]
General Elec Cap FRN [1.65%]
FNMA CMO [1.37%]
Harrisburg Pa Auth [1.33%]
Cdc Mtg Cap Tr 2003-He4 FRN [1.32%]
William Street Fdg 2006-3-4 FRN [1.31%]
Morgan Stanley Fdic Gtd Tlgp 3.25% [1.23%]
Allied Waste North Amer 5.75% [1.23%]

31-Aug-09
JPMORGAN CHASE & CO FDIC TLGP [1.67%]
General Elec Cap FRN [1.63%]
FNMA [1.41%]
HARRISBURG PA AUTH RES RECOVER [1.31%]
Cdc Mtg Cap Tr 2003-He4 FRN [1.3%]
William Street Fdg 2006-3-4 FRN [1.24%]
Morgan Stanley Fdic Gtd Tlgp 3.25% [1.22%]
Inter-American Dev Bk FRN [1.17%]
WILLIAM STREET FDG 2005-1-2 [1.15%]
FNMA [1.13%]

31-May-09
Wells Fargo Advantage Money Market Trust [9.25%]
Bk One Oneseries 2004-1b FRN [1.93%]
JPMORGAN CHASE & CO FDIC TLGP [1.6%]
General Elec Cap FRN [1.5%]
FNMA [1.36%]
HARRISBURG PA AUTH RES RECOVER [1.22%]
Natl Semicon FRN [1.16%]
BEAR STEARNS COS INC MTN BE [1.15%]
Inter-American Dev Bk FRN [1.12%]
FNMA [1.09%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Ultra S/T Inc Adm Fund (WUSDX)

  

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