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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 / 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 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
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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
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Fundsters Take Three Spots On an Overpaid CEOs List
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In Praise of Subadvisors
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WSJ Shouts Out to Funds that Ignore that Long-Term
Fundsters Gain Ink in the NYT
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Reports of a Fund's Death Are Greatly Exaggerated
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Is Larry Fink Number 14 or Number 16?
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92. Karla Rabusch
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B-Gone, Back-End Loads
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