Learn more about mutual funds at fidelity.com. Wells Fargo Advisors wants to ensure that you are investing in the mutual funds and the share classes that best suit your investment objectives, risk tolerance, time horizon, and diversification needs. A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. Revenue sharing fees are usually paid by the fund's distributor, investment advisor, or an affiliate of the fund, as a percentage of Wells Fargo Advisors' aggregate value of client assets invested in the funds. A checkmark with a circle around it . Privacy Notice, and Wells Fargo Funds are available online through WellsTrade®, or through an investment professional. Learn more about mutual funds at … Bottom Line. Wells Fargo Bond To find out detailed information on Wells Fargo Bond in the U.S., click the tabs in the table below. Fund name. WellsTrade® brokerage accounts are offered through WFCS. Have Watchlists? All investing involves risk, including the possible loss of principal. Learn more about mutual funds at … Investment products and services are offered through Wells Fargo Advisors. Historical and current end-of-day data provided by FACTSET. Selecione Cancele para permanecer en esta página o Continúe para ver nuestra página principal en español. Fees paid to Wells Fargo Advisors for providing continuing due diligence, training, operations and systems support and marketing with respect to mutual fund companies and their funds. Wells Fargo Funds Wells Fargo is a company that sells mutual funds with $294,891M in assets under management. The oldest fund launched was in 1968. 62.60% of all the mutual funds are no load funds. All quotes are in local exchange time. Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Wells Fargo Advisors accounts give clients access to the Wells Fargo Cash Sweep Program, which automatically invests any cash left in a portfolio in one or more money market mutual funds or interest-bearing deposit accounts. Wells Fargo Asset Management … Wells Fargo Funds is managed by Wells Fargo Asset Management, a division of Wells Fargo Wealth and Investment Management. Wells Fargo Advantage Funds managed more than $389 billion of assets as of Dec 31, 2017 from diverse mutual funds categories. enables you to invest online in these funds. serviced by Wells Fargo. Assistance with existing accounts including contributions, rollovers, and distributions. • Money Market Mutual Funds seek to achieve the highest rate of return (less fees and expenses) consistent with prudence and their investment objectives.€ • There is no guarantee that the yield on any particular cash sweep will remain higher than others over any given period. 408981 01-20, © 1999 - 2021 Wells Fargo. Wells Fargo Employer-Sponsored Accounts. Distribution per share Frequency. Wells Fargo Advisors Cash Sweep Rates & Yields. We're sorry, but some features of our site require JavaScript. These funds make distributions in accordance with a managed distribution plan that provides for the declaration of monthly distributions to common shareholders of the fund at an annual minimum fixed rate of 8% for the Wells Fargo Income Opportunities Fund, 9% for the Wells Fargo Multi-Sector Income Fund, and 7% for the Wells Fargo Utilities and High Income Fund based on the fund’s … Under normal circumstances, the fund invests exclusively in high-quality, short-term, U.S. dollar-denominated money market instruments of domestic and foreign issuers. Copyright © 2021 MarketWatch, Inc. All rights reserved. The company offers investors 112 mutual funds, in terms … Quarterly returns and Morningstar ratings for all Wells Fargo Funds. All rights reserved. The Fund seeks to provide investors with a high level income, while preserving capital and liquidity. Learn More. For additional information, call 1-800-233-5790. Log in to see them here or sign up to get started. Expenses. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, … Learn more about our capabilities. The managers seek to identify companies that have the prospect for strong sales and earnings growth rates, that enjoy a competitive advantage and that they believe have effective management with a history of making investments that are in the best interests of shareholders. Savings Accounts: Wells Fargo Funds include a broad array of asset classes. The prospectus, which contains this and other information, can be obtained by contacting a Wells Fargo Advisors investment professional. Skip to main content. Our portfolio management teams continue to follow consistent investment processes with a focus on long-term performance and … The revenue sharing is at an annual rate of up to 20 basis points on aggregate client assets. Cookie Notice. Something went wrong while loading Watchlist. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Performance. WFDRX - Performance Return Ranking - Trailing. The Wells Fargo Utilities and High Income Fund (NYSE American: ERH) released information about the sources of today’s distribution in a Notice provide . With Wells Fargo currently trading at $50 per share, the stock price will have to grow at an average rate of 7.5% per year in order to reach the estimated future value. Current Deposit Rates for 01/16/2021 - 01/22/2021. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company and includes Wells Fargo Funds Management, the Wells Fargo Funds’ investment manager and administrator. Analyze the Fund Wells Fargo Discovery Fund - Class A having Symbol WFDAX for type mutual-funds and perform research on other mutual funds. Investment products and services are offered through Wells Fargo Advisors. Subscriber Agreement & Terms of Use, It is professionally managed according to stated investment objectives found in the funds prospectus. Wells Fargo Index To find out detailed information on Wells Fargo Index in the U.S., click the tabs in the table below. Wells Fargo Funds cross a broad range of investments, from emerging markets and domestic stock funds, to asset allocation funds, fixed-income funds and money market funds. Create a list of the investments you want to track. The average expense ratio from all mutual funds is 0.61%. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, … Change from prior distribution EAD Wells Fargo Income Opportunities Fund $0.05620 Monthly -$0.00028 ERC Wells Fargo Multi-Sector Income Fund There are currently no items in this Watchlist. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes that a shareholder may pay on an investment in a fund. The fund family manages a wide variety of mutual funds… Mutual funds cannot guarantee returns. Wells Fargo Funds, a mutual fund family. Retirement Help and IRA Management. Your shares, when sold, may be worth more or less that their original cost. Wells Fargo Advisors offers you the helpful support of an investment professional. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice. EKVAXhas an expense ratio of 0.74% compared with the category average of 0.99%. WELLS FARGO STABLE VALUE FUND E CUSIP 949907703 AS OF 9/30/20 FUND FACTS Expense Ratio 0.35% Blended Yield (after fees) 1 2.19% WELLS FARGO STABLE RETURN FUND G FUND OVERVIEW AS OF 9/30/20 FUND FACTS Inception Date October 1, 1985 $26,054,627,531 Galliard Capital Management Fund Trustee Wells Fargo Bank, N.A. Please enable JavaScript on your browser and refresh the page. Intraday data delayed at least 15 minutes or per exchange requirements. Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. Fees paid to Wells Fargo Advisors for providing continuing due diligence, training, operations and systems support and marketing with respect to mutual fund companies and their funds. Source: TradingView. NMLSR ID 399801. Existing Wells Fargo IRAs. Also, mutual funds are not guaranteed or insured by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Unlike a bank deposit, which is insured by the FDIC up to applicable limits, mutual funds have no such guarantee. The average manager tenure for all managers at Wells Fargo is 14.14 years. Learn more about mutual funds at fidelity.com. Analyze the Fund Wells Fargo Specialized Technology Fund - Class A having Symbol WFSTX for type mutual-funds and perform research on other mutual funds. These funds make distributions in accordance with a managed distribution plan that provides for the declaration of monthly distributions to common shareholders of the fund at an annual minimum fixed rate of 8% for the Wells Fargo Income Opportunities Fund, 9% for the Wells Fargo Multi-Sector Income Fund, and 7% for the Wells Fargo Utilities and High Income Fund based on the fund’s … Wells Fargo's shares have provided a total return of -32.5% over the past 12 months, well below the S&P 500's total return of 15.9%. WellsTrade Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. By using this site you agree to the Call 1-800-SAVE-123 or 1-800-728-3123. Analyze the Fund Wells Fargo Diversified International Fund - Class Admin having Symbol WFIEX for type mutual-funds and perform research on other mutual funds. WMPXX | A complete Wells Fargo Money Market Fund;Premier mutual fund overview by MarketWatch. Intraday Data provided by FACTSET and subject to terms of use. Participants can use a Wells Fargo debit card to withdraw cash from any Wells Fargo ATM. In addition to this compensation, Wells Fargo Advisors may also receive direct compensation or indirect accounting credit s in connection with the referral of certain business among Wells Fargo & Company subsidiaries. Read the prospectus carefully before you invest. View mutual fund news, mutual fund market and mutual fund interest rates. Seleccione el enlace si desea ver otro contenido en español. The interest rates and Annual Percentage Yields displayed here are for the Wells Fargo Bank locations in the California counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano and Sonoma. Please consider the investment objectives, risks, charges and expenses carefully before investing. Navegó a una página que no está disponible en español en este momento. Mutual funds can help investors meet their investment goals. Ticker. The Wells Fargo Advantage PA Tax-Free A fund has three-year annualized returns of 1.9%. Wells Fargo Funds recognizes the potential impact of capital gains distributions on shareholders’ taxes, and our fund accountants and portfolio management teams work closely together to seek to minimize this potential impact while focusing on before-tax returns. Overall, Wells Fargo Premier Large Company Growth R6 ( EKJFX ) has a neutral Zacks Mutual Fund rank, and in conjunction with … Help with retirement plans (401(k), 403(b), Defined Benefit, Profit Sharing, etc.) Invest in Wells Fargo mutual funds directly, through a brokerage account, or through a financial professional. Account holders also have the ability to opt-out of the Cash Sweep program. Open all hours: Around-the-clock vaccination sites to be piloted in England in COVID-19 drive, These copper-exposed stocks can surge in 2021 as tailwinds line up, Morgan Stanley says, Music publisher strikes right chord with Take That royalties purchase as shares rock 16%. Visit a quote page and your recently viewed tickers will be displayed here. Performance. This browser is no longer supported at MarketWatch. For the best MarketWatch.com experience, please update to a modern browser. Wells Fargo Funds are sold by prospectus. Wells Fargo Utilities and … Revenue sharing fees are usually paid by the fund's distributor, investment advisor, or an affiliate of the fund, as a percentage of Wells Fargo Advisors' aggregate value of client assets invested in the funds. Analyze the Fund Wells Fargo Large Cap Growth Fund - Class A having Symbol STAFX for type mutual-funds and perform research on other mutual funds. 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