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10.41

FUND

^0.06

0.58%

Last 1 Month(s)

10.25

10.69

Advice

Diversification Suggestion

Use Wells to enhance returns of your portfolios. The fund experiences moderate upward volatility

Analyze Wells Fargo Advantage Trend or Check current 30 days Wells correlation with market (S&P 500)

1 Month Beta

0.75

Highest Price:

Lowest Price:

10.69

10.25

May 21 2013

June 12 2013

As returns on market increase, Wells returns are expected to increase less than the market. However during bear market, the loss on holding Wells will be expected to be smaller as well.

Wells Fargo Advantage DJ Target 2035 Inv Small Beta

WFQTX

NASDAQ

Wells Fargo Advantage DJ Target 2035 Inv

Wells Fargo Advantage

Target Date 2031-2035

Benchmark S&P 500

Contact Number: 800. 222. 8222

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	1.13 B
Last Dividend Paid	0.02

Russel		1.23 %
SP 500		0.78 %
NYSE		0.66 %
WFQTX		0.58 %

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Wells Leadership

James Lauder Fund Manager since June 28, 2007

Paul Torregrosa Fund Manager since June 30, 2010

Rodney Alldredge Fund Manager since June 28, 2007

Wells Price and Market Media

The median price of Wells for the period between Sun, May 19, 2013 and Tue, Jun 18, 2013 is 10.41 with a coefficient of variation of 1.18. The daily time series for the period is distributed with a sample standard deviation of 0.12, arithmetic mean of 10.44, and mean deviation of 0.1. The Fund did not receive any noticable media coverage during the period.

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Wells Summary

Wells Fargo Advantage DJ Target 2035 Inv [WFQTX] is traded in USA and was established in June 28, 2007. The fund is listed under Target Date 2031-2035 category and is part of Wells Fargo Advantage family. This fund at this time has accumulated 1.13 B in net assets with minimum initial investment of 2.5 K. Wells Fargo Advantage DJ Target 2035 Inv is currently producing year-to-date (YTD) return of 4.15% with the current yeild of 1.28%, while the total return for the last 3 years was 18.47%.

Check Wells Probability Of Bankruptcy

Fund Instrument Allocation for Wells

The fund consists of 76.45% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

1 %

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Wells vs. Vanguard

Correlation analysis and fundamentals comparison between Wells Fargo Advantage and Vanguard Target Reti

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Fundamentals

Wells Asset Under Management

Wells Fargo Advantage DJ Target 2035 Inv is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2031-2035 category is currently estimated at about 59.88 Billion. Wells claims roughly 1.13 Billion in net asset contributing just under 2% to funds listed under Target Date 2031-2035 category.

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