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Wells Fargo Advantage Emerging Growth Fund – WFGTX

Investor Class

CUSIP 949917256

Share Price 10-06-15 14.51

Daily Change -0.33

YTD Return -4.66%

Morningstar Category Small Growth

Inception Date 01-31-2007

Fund Number 3231

Net Fund Assets as of 09-30-2015 $912,145,746.59

Overall Morningstar Rating™ (out of 656 funds)
as of 08-31-2015
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Morningstar RatingMorningstar RatingMorningstar Rating

Fund Notes

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MORNINGSTAR RATINGS™ as of 08-31-2015

Category = Small Growth

3-year Morningstar Rating™ (out of 656 funds)   Morningstar RatingMorningstar Rating

5-year Morningstar Rating™ (out of 583 funds)   Morningstar RatingMorningstar RatingMorningstar Rating

10-year Morningstar Rating™ (out of 404 funds)   N/A

Overall Morningstar Rating™ (out of 656 funds)   Morningstar RatingMorningstar RatingMorningstar Rating

The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) ratings, based on risk-adjusted returns. Click here for more information.

Morningstar® Style Box™as of 08-31-2015
Morningstar Style Box
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Lipper Small-Cap Growth Funds

1-year   99 out of 554

3-year   311 out of 484

5-year   115 out of 426

10-year   N/A

Past performance is no guarantee of future results.


    1-year 3-year 5-year 10-year Since Inception

Emerging Growth Fund       3.81%   9.45%   13.19%   --   6.85%

Russell 2000 Growth Index       4.04%   12.85%   13.26%   --   --

Figures quoted represent past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Click here for current month-end performance.
Investor Class shares are sold without a front-end sales charge or contingent deferred sales charge.


Net Expense Ratio – effective since 10-01-15   1.40%

Gross Expense Ratio   1.45%

The advisor has committed, through 09-30-16, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waiver, excluding certain expenses, at 1.40%. After this time, the cap may be increased or terminated only with the approval of the Board of Trustees. Without this cap, the fund's returns would have been lower.


2014   -2.39%
2013     49.58%
2012     7.67%
2011     4.95%
2010     31.78%
2009     32.36%
2008   -47.24%

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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