Investment News - Wells Fargo Advantage Funds

Weekly Investment News and
Personal Finance Podcast Featuring
Wells Fargo Advantage Funds^®
Portfolio Managers and Industry Experts

What's happening on Wall Street? How does it affect your portfolio? And where are the investment opportunities? Find out as veteran journalist Peter Nulty interviews mutual fund managers, financial planners, and industry experts. No spin. No hype. Just the latest investment news and useful personal finance tips that'll help you stay informed at every stage of investing.

This Week's Featured Podcast

What’s the "Total" in Total Return Bond Funds?

September 3, 2010: Thomas O’Connor, CFA
Senior Portfolio Manager, Wells Capital Management

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Recent Editions

Investment News:
Finding Yield in Short-Term Bonds
August 27, 2010: Thomas M. Price, CFA
Managing Director and Senior Portfolio Manager, Wells Capital Management
Listen Download

Investment News:
The Evolution of Target Date Funds
August 20, 2010: James P. Lauder
CEO, Global Index Advisors
Listen Download

Investment News:
Looking Beyond Those Sovereign Debt Headlines
August 13, 2010: Dr. Brian Jacobsen, Ph.D., CFA, CFP^�
Chief Portfolio Strategist, Wells Fargo Funds Management Group
Listen Download

Investment News:
Fishing For Growth Across the Market Caps
August 6, 2010: Thomas J. Pence, CFA
Managing Director, Wells Capital Management
Listen Download

Investment News:
One Hot Dot to Follow
July 30, 2010: Tom Steffen
Head of E-Business & Marketing Technology, Wells Fargo Funds Distributor
Listen Download

The "Dow Jones Target Date Indexes" are a product of Dow Jones Indexes, a licensed trademark of CME Group Index Services LLC ("CME"). "Dow Jones" and "Dow Jones Target Date Indexes" are service marks of Dow Jones Trademark Holdings, LLC., and have been licensed for use for certain purposes by CME and sublicensed for use by Global Index Advisors, Inc, and Wells Fargo Funds Management, LLC. The Dow Jones Target Date Indexes are based in part on the Barclays Capital Bond Indexes, which are published by Barclays Capital Inc. The Wells Fargo Advantage Dow Jones Target Date Funds, based on the Dow Jones Target Date Indexes, are not sponsored, endorsed, sold, or promoted by Dow Jones, CME or Barclays Capital or any of their respective affiliates, and neither Dow Jones, CME nor Barclays Capital nor any of their respective affiliates makes any representation regarding the advisability of investing in such product(s) and/or about the quality, accuracy, and/or completeness of the Dow Jones Target Date Indexes or the Barclays Capital Bond Indexes. IN NO EVENT SHALL DOW JONES, CME, BARCLAYS CAPITAL, OR ANY OF THEIR LICENSORS HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.

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Peter Nulty is the writer/editor of Wells Fargo Daily Advantage^®. Peter was a member of the Board of Editors of Fortune magazine, where he covered energy, technology, and Wall Street for more than two decades. After leaving Fortune, Peter worked at McKinsey & Co. and participated in setting up CNBC's Web site, CNBC.com. His unique writing style and his take on the business world's ups and downs makes Daily Advantage a quick, informative read – with a little fun thrown in as well.

Back to Peter Nulty.

Investors are looking for yield from the fixed-income portion of their investments. What role does a total return bond fund play? We’re pleased to introduce Thomas O’Connor, CFA, senior portfolio manager and co-head of the Montgomery Fixed Income team. Tom manages the Wells Fargo Advantage Total Return Bond Fund.

Back to this week's featured podcast.

Investors who turn to short-term fixed-income products to seek less volatility when longer-term economic drivers are uncertain will find that yields are very low. So, how does a portfolio manager find yield in the short term? Here with his thoughts is Thomas M. Price, CFA, managing director and senior portfolio manager on Wells Capital Management’s Fixed-Income team. Among other funds, Tom manages the Wells Fargo Advantage Short-Term High Yield Bond Fund.

Back to the August 27, 2010 podcast.

Target Date Funds came under fire as investors had, maybe, a different set of expectations of how their retirement investment would be impacted during a big economic downturn, like the one we experienced in the last decade. The U.S. Department of Labor and Securities Exchange Commission partnered to explore and propose regulatory change. What’s proposed to change and what’s not? More importantly what might we expect, going forward, from this type of investment? Here to help explain is James P. Lauder, CEO of Global Index Advisors, a subadvisor to the Wells Fargo Advantage Dow Jones Target Date Funds^SM.

Back to the August 20, 2010 podcast.

The sovereign debt crisis in Europe continues to make headlines. That creates anxiety in the short-term and shakes investor confidence. But, there’s typically more to the story than we hear. And, for long-term investors, where there’s uncertainty, there is often opportunity. How do equity and bond fund managers navigate the international terrain successfully, and can investors profit from the crises? Here with some answers is Dr. Brian Jacobsen, CFA, CFP, and Chief Portfolio Strategist with Wells Fargo Funds Management.

Back to the August 13, 2010 podcast.

Some money managers look for growth, specifically, within small, medium, or large companies, while others look across the market caps for growth, employing an all-cap-strategy. But does casting a wider net necessarily help catch more growth opportunity? Does it ever land the unexpected? Here to answer is Thomas J. Pence, CFA. Tom is Managing Director for Wells Capital Management’s Fundamental Growth Equity Team. Tom manages several Wells Fargo Advantage Funds. You can search "Tom Pence" at wellsfargo.com/advantagefunds for a complete list.

Back to the August 6, 2010 podcast.

When keeping up with Wall Street and the wider investment terrain, investors can use all the help they can get. If you’re an individual investor—or a financial advisor—and you haven’t been to wellsfargo.com/advantage funds lately, now is a great time to visit, stay current on the economy, understand your investments, and discover tools that’ll help make investing easier. Here to guide us through the Website is Tom Steffen, Head of E-Business and Marketing Technology with Wells Fargo Funds Distributor.

Back to the July 30, 2010 podcast.

This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds^®, an EdVest^SM program description (PDF), and a tomorrow's scholar^® program description (PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured • No Bank Guarantee • May Lose Value

©2010 Wells Fargo Funds Management, LLC. All rights reserved. EdVest and tomorrow's scholar are state-sponsored 529 college savings plans administered by the Wisconsin Office of the State Treasurer. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services, Wells Fargo Advantage Funds, and the EdVest and tomorrow's scholar plans. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds and shares in the 529 plans are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.