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Margie Patel

Ms. Patel has been Managing Director and Senior Portfolio Manager with Wells Capital Management or one of its predecessors since 2007. She currently manages three Wells Fargo Advantage mutual funds as well as institutional portfolios. Ms. Patel has more than 30 years of experience managing various fixed income and equity funds. Previously, she served as a senior vice president and portfolio manager with Pioneer Investments, as well as a vice president with Third Avenue Funds.  She was featured in three books: Market Masters by Kirk Kazanjian,  (February 2005); World Beaters (UK: December 2004); The Mutual Fund Masters: A Revealing Look Into the Minds and Strategies of Wall Street's Best and Brightest by Bill Griffeth  (December 1994). Because of her extensive knowledge and expertise in the investment world, she has been a speaker on numerous investment panels, including the Financial Advisor Symposiums and Reuters Investment Roundtables. Ms. Patel has been quoted regularly in publications such as The Wall Street Journal, Barron's, Money, and Bloomberg BusinessWeek. She is also a frequent guest on CNBC-TV, Bloomberg Business News TV and Radio, FOX Business TV and NBR. Ms. Patel received a B.S. in economics from the University of Pittsburgh.

Investing in all mutual funds entails risk. Information about the risks of investing in a Fund is available in the Fund's prospectus.

Funds Managed by Margie Patel

Average Annual Total Returns %
as of 09-30-2015


Expense Ratios
      1 Yr     3 Yr     5 Yr     10 Yr     Life   Gross %   Net %   Contract

  Diversified Capital Builder – EKBAX
Inception: 09-11-1935
  -6.76   8.75   9.03   4.15   7.49   1.16   1.16   01-31-16   Learn More  

  Diversified Income Builder – EKSAX
Inception: 04-14-1987
  -7.58   2.67   5.29   3.72   5.92   1.08   1.08   01-31-16   Learn More  

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. Current month-end performance is available here.

The adviser has committed to fee waivers and/or expense reimbursements, through the Fund's contract date, to maintain the Fund's net expense ratio as shown. Without these reductions, the Fund's returns would have been lower, and the ratings may have been lower.

Performance for certain Wells Fargo Advantage Funds (each a "Fund") reflects a predecessor fund's performance and may be adjusted to reflect the Fund's sales charges and/or expenses. Predecessor fund performance may include performance of an unregistered collective investment fund that was not subject to the same requirements and restrictions as the Fund. Predecessor fund information can be found in each Fund's prospectus.

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

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