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MFWire: Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds
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Wells Fargo Funds Management
525 Market Street
San Francisco, CA 94105
Main Phone: 800-222-8222
Mutual Fund Brand(s)
Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds
Stock Data: SEC Filings | Yahoo! Quote SEC Fund Filings by CIK
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).
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.
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.
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, Wells Fargo Funds Management, LLC 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 Executive Vice President, Chief Operating Officer, Wells 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
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Even Vanguard and BlackRock Slowed Down a Bit
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The Vanguard-BlackRock Show Continued In September
Axsater Hunts For a Connector
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Filings For Fundsters - September 7, 2017
Vanguard and BlackRock Eclipse the Competition, Again
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Ivy, Oakmark, and First Trust Had a Big May
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Filings for Fundsters - June 30, 2017
Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
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This Week In Preview, May 8-14
ICI GMM 2017 Wrap Up
Filings for Fundsters - April 3, 2017
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
Mitchem Brings a Familiar Face to Wells
TIAA and Passive Players Won January
Sloane Expands USAA's Key Account and Investment Resource Teams
Will You Help Elizabeth Warren Save the Fiduciary Reg?
Vanguard, BlackRock, and SSgA Won 2016
71 Percent of Big Fund Firms Suffered in December
Filings for Fundsters - January 3, 2017
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Filings for Fundsters - December 6, 2016
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Filings for Fundsters - October 3, 2016
Filings for Fundsters - September 8, 2016
Filings for Fundsters - August 30, 2016
Filings For Fundsters - August 19, 2016
Filings For Fundsters - August 18, 2016
Filings For Fundsters - August 16, 2016
Filings For Fundsters - August 15, 2016
Stork and Reaper - August 9, 2016
A Top SSgA Alum Takes Over Wells Fargo AM
101 Fund Families Win in Gotham
This Giant Bank's Asset Management Chief Is Retiring
Vanguard Retakes the Lead
IMPACT 2015 Begins in Beantown
Wells Fargo Sees an Advantage In a Trimmer Fund Brand
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
LPL Focus 2015 In Pictures
111 Percent of Net Inflows Last Month Went Into Just Two Firms
Cap Group, Fidelity, and Pimco Break Out the Champagne
Fundsters Take Three Spots On an Overpaid CEOs List
Rolling on the River ... to What End?
Wells Fargo Taps Rock Creek For an Alt Fund
In Praise of Subadvisors
Unconstrained Bond Funds Catch WSJ's Eye
Fund Giants Push to Redefine Retail
FINRA Slaps Merrill and Wells Fargo With Big Fines
The Next Gig for the Week of May 15, 2013
WSJ Shouts Out to Funds that Ignore that Long-Term
Fundsters Gain Ink in the NYT
Big Banks Give Funds Another Shot, But Will They Fail Again?
The Journal Doesn't Love Tactical Mutual Funds
Reuters Spotlights Two New Total Return Offerings
WSJ's Fund Fiend Ponders Short-Term High-Yield Funds
Reports of a Fund's Death Are Greatly Exaggerated
Stork and Reaper for August 16, 2012
Stork and Reaper for August 8, 2012
Stork and Reaper for August 7, 2012
NYTimes asks: How Much Risk Should a TDF Take?
Niedermeyer Has a "Consistent Long-Term Strategy" for Wells Fargo
Climate Change Fighters Attack AmFunds, Fido and Vanguard
MStar Grades Target Date Funds' Stability
Is Isolation Milwaukee's Mutual Fund Secret?
Wells Fargo Looked at DWS
Wells Fargo to Soft Close a $7 Billion Fund
Fortune Names Gundlach, Hussman Mutual Fund All-Stars
Wells Fargo Names a New National Sales Manager
Vanguard Dominates Morningstar's New Ratings
Wells Fargo Wraps Up Fund Mergers
Investors Find T. Rowe's Call Center the Most Satisfying
Morningstar Downgrades Schwab's and DWS' Target-Date Ratings
Which Small-Cap Funds Dominate in 401ks?
Wells Fargo Funds Assembles an RIA-Centric Team
Morningstar Feels Ambivalent About Wells Fargo Fund Mergers
Is Larry Fink Number 14 or Number 16?
Three Fund Giants Want Money Market NAV Buffers
92. Karla Rabusch
T Rowe and Vanguard Win Praise for 529s
Are Target Date Funds Getting Cheaper?
WSJ Highlights the Many Flavors of Target Date Funds
Wells Fargo Finishes Digesting Evergreen
Fund Filings, Launches and PM Switches: July 9, 2010
Fund Launches, Re-Brandings and PM Changes: July 2, 2010
B-Gone, Back-End Loads
An Evergreen Alum Takes Over Loomis Sayles Growth
Future of Closed-End Funds is Uncertain
OppFunds and T. Rowe Retain their Crown in Dalbar's Rankings
Bells Ring for a Pair of Fund Distributors
One ETF is Banking on Bank Earnings
Too Many Chefs In the Windsor II Kitchen?
Wells Fargo Lifts the Lid Off a Small Cap Fund
2009 Was the Year of Bond Fund Flows
Bloomberg Hunts for Junk Inside Target Date Funds
Rabusch Talks About the Wells-Evergreen Marriage