In the News
April 9, 2010
With target funds, you set it and forget it; Just determine a retirement date, and the fund will do the rest
USA Today
In an article discussing what investors should look for in a target date fund, the Wells Fargo Advantage Dow Jones Target 2020 FundSM was highlighted as one of the five largest 2020 funds that has a five-year record.
April 9, 2010
Easter fills retail baskets; Holiday's early arrival boosts March sales, but April may suffer as a result
The Milwaukee Journal Sentinel
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the significant increase in retail sales in March, which gave retailers the largest same-store sales gain for March in a decade.
April 7, 2010
Opinions Mixed on Recalibrations
The Bond Buyer
Lyle Fitterer, head of the Wells Capital Management Municipal and Customized Fixed Income teams, was quoted in an article regarding the municipal bond market's potential reaction during the transition phase of rating score changes implemented by Fitch Ratings and Moody's Investors Service.
April 4, 2010
Quarterly Analysis: Category Kings
The Wall Street Journal
The Wall Street Journal crowned four Wells Fargo Advantage Funds as “Category Kings” for their one-year total returns (includes capital appreciation and reinvested distributions) as of March 31, 2009.
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The Wells Fargo Advantage Conservative Allocation Fund, Administrator Class, ranked within the Top Ten Best-Performing General U.S. Taxable Funds (out of 62 funds).
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The Wells Fargo Advantage Dow Jones Target 2035 FundSM, Institutional Class, ranked within the Top Ten Best-Performing Mixed-Asset Target 2035 Funds (out of 104 funds).
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The Wells Fargo Advantage Index Fund, Administrator Class, ranked within the Top Five Best-Performing S&P 500 Index Objective Funds (out of 163 funds).
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The Wells Fargo Advantage Wealthbuilder Growth Balanced Portfolio, ranked within the Top Ten Best-Performing Mixed-Asset Target Allocation Moderate Funds (out of 537 funds).
March 27, 2010
The New Basics: Making Target-Date Funds Live Up to Their Mission
The Wall Street Journal
The Wells Fargo Advantage Target Date FundsSM Family and the Wells Fargo Advantage Target Date 2010 FundSM were mentioned in an article regarding the past performance of target date funds and how regulators and fund companies are working to ensure the purpose of target date funds is achieved.
March 26, 2010
U.S. cable companies see future in business services
Reuters
Brian Jacobsen, chief portfolio strategist, was quoted in an article regarding the strong competition U.S. cable companies are facing, which is forcing cable operators to turn to small to mid-sized business sectors to seek growth.
March 25, 2010
Volatility drives MBS demand
FinancialTimes.com
Jay Mueller, portfolio manager of the the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the impact volatility has on mortgage-backed securities in the marketplace.
March 25, 2010
Portugal rating cut adds to pressure on euro
FinancialTimes.com
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the impact a credit downgrade for Portugal and uncertainty over an aid package for Greece had on the euro, which fell to a 10-month low against the U.S. dollar on Wednesday, March 24.
March 10 , 2010
Treasuries Fall as Global Stock Gains Diminish Refuge Appeal
Bloomberg
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the decline in U.S. Treasuries on Wednesday, March 10.
March 7, 2010
Stocks roar back, but economy has far to go. A year after trough, doubt slows recovery
The Milwaukee Journal Sentinel
Brian Jacobsen, chief portfolio strategist, was quoted in an article regarding the performance of stocks over the past year and the challenges the broader economy still faces.
March 3, 2010
The Case for Bonds
Barron's
Chief Fixed-Income Strategist Jim Kochan was quoted in an article discussing fixed-income investments.
Archives
 February 2010
February 24, 2010
Treasuries Advance as Bernanke Says Rates Likely to Remain Low
Bloomberg
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the rise in Treasuries on Wednesday, February 24, after Federal Reserve Chairman Ben Bernanke spoke about interest rates.
February 19, 2010
Greece raises new worries in U.S. corporate bond market
Reuters
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article discussing the potential impact Sovereign debt concerns could have on the U.S. corporate bond market.
February 19, 2010
Bonds up as soft CPI follows soothing Fed comments
Reuters
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the rise of U.S. Treasuries on Friday, February 19.
February 18, 2010
Fed see slow job recovery into 2012
The Milwaukee Journal Sentinel
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article discussing the minutes from January's Fed meeting.
February 17, 2010
U.S. bonds fall after Fed minutes, econ data
Reuters
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the decline of U.S. Treasury debt prices on Wednesday, February 17.
February 16, 2010
Flexibility Fuels This Wells Fargo Fund
Investor's Business Daily
Tom Ognar, portfolio manager of Wells Fargo Advantage Growth Fund, was featured in a fund profile, which focused on Tom's investment approach, stock selection process and the Fund's performance.
February 15, 2010
Slow Track, Steady Gains; Talking With James P. Lauder, Manager, Wells Fargo Advantage Dow Jones Target Date Funds
Barron's
Jim Lauder, portfolio manager of the Wells Fargo Advantage Dow Jones Target Date Funds, was the subject of a feature article, which highlighted Jim's experience, credible investment strategy and the target date funds' portfolio composition and performance. The article also noted that Morningstar analyst Harry Milling calls Jim's funds "a solid option for the conservative investor."
February 6, 2010
Riskier Than Expected, Funds for Novices Get Revamped
The Wall Street Journal
The Wells Fargo Advantage Target Date Fund Family was mentioned in an article on how fund companies are reallocating their target date fund portfolios in order to reduce risk and lower fees.
February 5, 2010
Bonds rise on Jan job loss, sovereign anxiety
Reuters
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the performance of U.S. Treasuries on Friday, February 5.
February 5, 2010
Investors dazed by week of turmoil
FinancialTimes.com
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article discussing investors' focus on the tumultuous performance of the market.
February 4, 2010
Stocks tumble on worries about jobs, European
debt
The Milwaukee Journal Sentinel
Brian Jacobsen, chief portfolio strategist, was quoted in an article regarding the performance of stocks on Thursday, February 4, which was the worst single-day sell-off for the Dow Jones Industrial Average in almost 10 months.
February 3, 2010
Economic downturn created surge of bankruptcy filings in Wisconsin in 2009
The Appleton Post-Crescent
Brian Jacobsen, chief portfolio strategist, was quoted in an article discussing the increase in northeastern Wisconsin residents who filed for bankruptcy in 2009 amid the economic downturn.
February 1, 2010 Bonds stumble as data renew inflation jitters
Reuters
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article regarding the performance of U.S. Treasuries on Monday, February 1, after a report showed significant growth in manufacturing, which expanded at its fastest rate since 2004.
February 1, 2010
The New Champs "Mutual Fund Family Rankings"
Barron's
Barron's published its annual fund family survey, ranking the investment performance of the top mutual fund complexes, including the Wells Fargo Advantage Funds®.
The rankings are based on asset-weighted returns of all funds for each firm, which have been adjusted to exclude 12b-1 fees and sales charges. The survey utilizes Lipper data as of 12/31/09, with results reported in three timeframes: one-, five-, and 10-year returns.
For the one-year standings, Wells Fargo placed 21st out of 61 firms. Boosting Wells Fargo’s overall one-year rank were our standings in the U.S. equity and tax-exempt bond categories, both of which improved more than 30 positions to place in the top quintile. Wells Fargo’s U.S. equity ranking improved to 11th and tax-exempt bond ranking improved to 14th. Wells Fargo’s world equity ranking was 34th.
For the five-year standings, Wells Fargo was ranked 24th in 2009 out of 54 firms.
For the ten-year rankings, Wells Fargo was ranked 29th out of 48 firms.
January 2010
January 29, 2010
Toyota's massive recall has many hoping new car buyers switch to American-made vehicles
The Appleton Post-Crescent
Brian Jacobsen, chief portfolio strategist, was quoted in an article regarding Toyota's recall, which many hope will motivate buyers to consider American-made vehicles.
January 13, 2010
Icahn Bonds Slumping as BMW Yield Spreads Widen: Credit Markets
Bloomberg News
Jay Mueller, portfolio manager of the Wells Fargo Advantage Short-Term Bond Fund and the Wells Fargo Advantage Government Securities Fund, was quoted in an article analyzing the credit markets.
January 5, 2010
Leaders & Laggards
The Wall Street Journal
The Wall Street Journal highlighted one Wells Fargo Advantage Fund as a “Leader” for its ten-year annualized returns (includes share prices and reinvested dividends) as of December 31, 2009.
- The Wells Fargo Advantage Small Cap Value Fund, Investor Class, was recognized as a Ten-Year Best-Performing stock fund.
January 5, 2010
Quarterly Analysis: Category Kings
The Wall Street Journal
The Wall Street Journal crowned five Wells Fargo Advantage Funds as “Category Kings” for their one-year total returns (includes capital appreciation and reinvested distributions) as of December 31, 2009.
- The Wells Fargo Advantage Asia Pacific Fund, Investor Class, ranked within the Top Ten Best-Performing Pacific Region Funds (out of 43 funds).
- The Wells Fargo Advantage Conservative Allocation Fund, Administrator Class, ranked within the Top Ten Best-Performing General U.S. Taxable Funds (out of 51 funds).
- The Wells Fargo Advantage Dow Jones Target 2035 FundSM, Institutional Class, ranked within the Top Ten Best-Performing Mixed-Asset Target 2035 Funds (out of 101 funds).
- The Wells Fargo Advantage Short Duration Government Bond Fund, Administrator Class, ranked within the Top Five Best-Performing Short-Term U.S. Funds (out of 148 funds).
- The Wells Fargo Advantage Wealthbuilder Growth Balanced Fund Portfolio, ranked within the Top Ten Best-Performing Mixed-Asset Target Allocation Moderate Funds (out of 506 funds).
January 5, 2010
Strength of the economic recovery and stock markets growth uncertain
The Appleton Post-Crescent
Brian Jacobsen, chief portfolio strategist, was quoted in an article discussing the outlook for the economy and stocks in the new year.
January 3, 2010
Modest commercial, industrial growth expected in 2010 for the Fox Valley
The Appleton Post-Crescent
Brian Jacobsen, chief portfolio strategist, was quoted in an article regarding the outlook for the economy for the Fox Valley in 2010.
Past performance is no guarantee of future results.
Stock fund values fluctuate
in response to the activities of individual companies and general market and
economic conditions. Bond fund values fluctuate in response to the financial
condition of individual issuers, general market and economic conditions, and
changes in interest rates. In general, when interest rates rise, bond fund values
fall and investors may lose principal value. Some funds, including nondiversified
funds and funds investing in foreign investments, high-yield bonds, small and
mid cap stocks, and/or more volatile segments of the economy, entail additional
risk and may not be appropriate for all investors. Consult a Fund's prospectus
for additional information on these and other risks.
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