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MFWire: Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Wells Fargo Funds Management
525 Market Street
San Francisco, CA  94105
Google Maps

Contact
Main Phone: 800-222-8222
Web Site: http://www.wellsfargoadvantagefunds.com/

Mutual Fund Brand(s)
Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    Wells Fargo is credited with being the first asset manager to offer an index product. The product was offered to institutional investors in 1971.

    In 1978 Wells Fargo launched tactical asset allocation separate account products for institutional investors that used modern portfolio theory developed by Harry Markowitz and William Sharpe. It added collective trust versions of the StageCoach asset allocation funds in 1984 and extended the concept to a family of Forty Act registered mutual funds in 1989. The funds are offered under the Stagecoach Funds brand.

    Targeting the 401(k) market, Wells Fargo Nikko launched its Lifepath family of target date funds in 1994. These funds are credited as being the first target date mutual funds. (Wells Fargo Nikko later exited the full-service 401(k) business, selling its recordkeeping arm to Merrill Lynch but retaining its asset management relationships with plan sponsors).

    Norwest
    The Wells Fargo Stagecoach Funds are merged with the Norwest Advantage Funds after Norwest Bank purchased Wells Fargo 1998. The Minneapolis-based Norwest adopted the Wells Fargo name and relocated its headquarters to San Francisco.

    SIFE Financial Services Fund
    Wells Fargo acquired SIFE Financial Services Fund in 2002.

    Cooke & Bieler Funds
    Adoption of Philadelphia-based Cooke & Bieler Funds adds large-cap, mid-cap, and tax-managed value funds to the Advantage lineup.

    Strong Funds
    Wells Fargo acquired Strong Funds in 2005 after Strong co-founder Richard "Dick" Strong was accused of market timing in the firm's funds by then New York Attorney General Eliot Spitzer. The Strong Funds were merged into the Wells Fargo Funds.

    Wachovia Evergreen Funds
    Wells Fargo Advantage Funds was merged with Wachovia's Evergreen Funds after the two banks merged in 2009. The combined families will have 128 funds, 49 fewer than the premerge number.
    Wells Fargo Funds Management logo

    Sponsored Opportunities



    Key People:
    Kristi Mitchem
    President, CEO, Wells Fargo Asset Management
    Karla Rabusch
    President, Wells Fargo Advantage Funds
    Wayne Badorf
    Head of Intermediary Sales, Asset Management Group, Wells Fargo
    Karla Rabush
    President, Wells Fargo Advantage Funds
    Randy Henze
    Head of Institutional and Money Market Channels, Wells Fargo Advantage Funds
    Kirk Hartman
    President, Chief Investment Officer, Wells Capital Management
    Sarah Henriksen
    Manager of Retirement and College Planning, Wells Fargo Advantage Funds
    David Messman
    Senior Vice President, Attorney and Chief Legal Officer / Assistant General Counsel, Wells Fargo Funds Management, LLC / Wells Fargo
    Erdem Cimen
    Vice President, Head of Financial Operations, Wells Fargo Funds Management
    Amru Khan
    Executive Vice President, Head of Institutional Sales, Wells Fargo Asset Management
    Susan Frodl
    Senior Vice President, Head of Client Services, Wells
    Nancy Wiser
    Global Head of Fund Operations and Governance, Wells Fargo
    Andrew Owen
    Head of Investment Review, Product and Operations Groups, Wells Fargo Advantage Funds
    Debra Early
    Chief Compliance Officer, Wells Fargo Funds Management Group
    Story Archive for Wells Fargo Funds Management
    Published On Story Headline Publication
    8/14/2018 Bridge Builder Keeps Dominating MFWire.com
    7/16/2018 Week In Preview, July 16-22 MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 MFWire.com
    5/31/2018 Despite Slipping, an ETF Shop Keeps the Pole Position MFWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/1/2018 First Trust's Inflows Double MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    4/23/2018 Ron Cohen Hires Five 401kWire.com
    3/28/2018 An Insurer Won the February Midsize Fund Firm Race MFWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    3/19/2018 Week In Preview, March 19-25 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/27/2018 ProShares Takes the Midsize Lead MFWire.com
    2/26/2018 Despite a Shift, Passive Titans Still Dominated January Flows MFWire.com
    1/29/2018 Bridge Builder Dominated 2017 MFWire.com
    1/25/2018 Two Fund Firms, One $555B Year MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    12/21/2017 Even Vanguard and BlackRock Slowed Down a Bit MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    10/20/2017 The Vanguard-BlackRock Show Continued In September MFWire.com
    9/21/2017 Axsater Hunts For a Connector MFWire.com
    9/20/2017 T. Rowe PMs and Wells Fargo's AM Chief Woo Reporters in Gotham MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    8/21/2017 Vanguard and BlackRock Eclipse the Competition, Again MFWire.com
    7/19/2017 Filings for Fundsters - July 19, 2017 MFWire.com
    7/6/2017 Ivy, Oakmark, and First Trust Had a Big May MFWire.com
    7/5/2017 Filings for Fundsters - July 5, 2017 MFWire.com
    6/30/2017 Filings for Fundsters - June 30, 2017 MFWire.com
    6/29/2017 Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In MFWire.com
    6/7/2017 Filings for Fundsters - June 7, 2017 MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    5/8/2017 This Week In Preview, May 8-14 MFWire.com
    5/5/2017 ICI GMM 2017 Wrap Up MFWire.com
    4/3/2017 Filings for Fundsters - April 3, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/9/2017 Mitchem Brings a Familiar Face to Wells MFWire.com
    2/21/2017 TIAA and Passive Players Won January MFWire.com
    2/16/2017 Sloane Expands USAA's Key Account and Investment Resource Teams MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    1/19/2017 Vanguard, BlackRock, and SSgA Won 2016 MFWire.com
    1/19/2017 71 Percent of Big Fund Firms Suffered in December MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    12/6/2016 Filings for Fundsters - December 6, 2016 MFWire.com
    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
    11/3/2016 Filings for Fundsters - November 3, 2016 MFWire.com
    10/21/2016 Filings for Fundsters - October 21, 2016 MFWire.com
    10/17/2016 Filings for Fundsters - October 17, 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
    8/30/2016 Filings for Fundsters - August 30, 2016 MFWire.com
    8/19/2016 Filings For Fundsters - August 19, 2016 MFWire.com
    8/18/2016 Filings For Fundsters - August 18, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
    4/19/2016 A Top SSgA Alum Takes Over Wells Fargo AM MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    1/8/2016 This Giant Bank's Asset Management Chief Is Retiring MFWire.com
    11/16/2015 Vanguard Retakes the Lead MFWire.com
    11/10/2015 IMPACT 2015 Begins in Beantown MFWire.com
    9/1/2015 Wells Fargo Sees an Advantage In a Trimmer Fund Brand MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/30/2015 LPL Focus 2015 In Pictures MFWire.com
    5/19/2015 111 Percent of Net Inflows Last Month Went Into Just Two Firms MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    2/26/2015 Fundsters Take Three Spots On an Overpaid CEOs List MFWire.com
    5/29/2014 Rolling on the River ... to What End? MFWire.com
    5/2/2014 Wells Fargo Taps Rock Creek For an Alt Fund MFWire.com
    12/9/2013 In Praise of Subadvisors MFWire.com
    12/3/2013 Unconstrained Bond Funds Catch WSJ's Eye MFWire.com
    11/1/2013 Fund Giants Push to Redefine Retail MFWire.com
    6/5/2013 FINRA Slaps Merrill and Wells Fargo With Big Fines MFWire.com
    5/15/2013 The Next Gig for the Week of May 15, 2013 MFWire.com
    4/29/2013 WSJ Shouts Out to Funds that Ignore that Long-Term MFWire.com
    4/1/2013 Fundsters Gain Ink in the NYT MFWire.com
    12/4/2012 Big Banks Give Funds Another Shot, But Will They Fail Again? MFWire.com
    11/5/2012 The Journal Doesn't Love Tactical Mutual Funds MFWire.com
    10/22/2012 Reuters Spotlights Two New Total Return Offerings MFWire.com
    10/4/2012 WSJ's Fund Fiend Ponders Short-Term High-Yield Funds MFWire.com
    9/10/2012 Reports of a Fund's Death Are Greatly Exaggerated MFWire.com
    8/16/2012 Stork and Reaper for August 16, 2012 MFWire.com
    8/8/2012 Stork and Reaper for August 8, 2012 MFWire.com
    8/7/2012 Stork and Reaper for August 7, 2012 MFWire.com
    6/19/2012 NYTimes asks: How Much Risk Should a TDF Take? MFWire.com
    5/22/2012 Niedermeyer Has a "Consistent Long-Term Strategy" for Wells Fargo MFWire.com
    5/14/2012 Climate Change Fighters Attack AmFunds, Fido and Vanguard MFWire.com
    5/14/2012 MStar Grades Target Date Funds' Stability MFWire.com
    4/13/2012 Is Isolation Milwaukee's Mutual Fund Secret? MFWire.com
    2/27/2012 Wells Fargo Looked at DWS MFWire.com
    12/16/2011 Wells Fargo to Soft Close a $7 Billion Fund MFWire.com
    12/15/2011 Fortune Names Gundlach, Hussman Mutual Fund All-Stars MFWire.com
    11/23/2011 Wells Fargo Names a New National Sales Manager MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    8/30/2011 Wells Fargo Wraps Up Fund Mergers MFWire.com
    8/16/2011 Investors Find T. Rowe's Call Center the Most Satisfying MFWire.com
    8/9/2011 Morningstar Downgrades Schwab's and DWS' Target-Date Ratings MFWire.com
    8/3/2011 Which Small-Cap Funds Dominate in 401ks? MFWire.com
    6/2/2011 Wells Fargo Funds Assembles an RIA-Centric Team MFWire.com
    5/20/2011 Morningstar Feels Ambivalent About Wells Fargo Fund Mergers MFWire.com
    5/9/2011 Is Larry Fink Number 14 or Number 16? MFWire.com
    5/5/2011 Three Fund Giants Want Money Market NAV Buffers MFWire.com
    11/11/2010 92. Karla Rabusch MFWire.com
    10/26/2010 T Rowe and Vanguard Win Praise for 529s MFWire.com
    8/11/2010 Are Target Date Funds Getting Cheaper? MFWire.com
    7/26/2010 WSJ Highlights the Many Flavors of Target Date Funds MFWire.com
    7/21/2010 Wells Fargo Finishes Digesting Evergreen MFWire.com
    7/9/2010 Fund Filings, Launches and PM Switches: July 9, 2010 MFWire.com
    7/2/2010 Fund Launches, Re-Brandings and PM Changes: July 2, 2010 MFWire.com
    6/14/2010 B-Gone, Back-End Loads MFWire.com
    5/20/2010 An Evergreen Alum Takes Over Loomis Sayles Growth MFWire.com
    3/15/2010 Future of Closed-End Funds is Uncertain MFWire.com
    3/4/2010 OppFunds and T. Rowe Retain their Crown in Dalbar's Rankings MFWire.com
    2/16/2010 Bells Ring for a Pair of Fund Distributors MFWire.com
    1/20/2010 One ETF is Banking on Bank Earnings MFWire.com
    1/14/2010 Too Many Chefs In the Windsor II Kitchen? MFWire.com
    1/8/2010 Wells Fargo Lifts the Lid Off a Small Cap Fund MFWire.com
    1/6/2010 2009 Was the Year of Bond Fund Flows MFWire.com
    12/16/2009 Bloomberg Hunts for Junk Inside Target Date Funds MFWire.com
    10/9/2009 Rabusch Talks About the Wells-Evergreen Marriage MFWire.com
     News Archives
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