Wells fargo mutual funds

    • [PDF File]A guide to investing in mutual funds - Wells Fargo Advisors

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      for homes, education, retirement, and other fnancial goals to mutual funds. As of early 2017, more than 8,000 mutual funds hold about $16 trillion in assets for approximately half of all American households.* Wells Fargo Advisors ofers over 300 diferent mutual fund families to investors.


    • [PDF File]Customer Account Transfer advisors.com

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      the Bank Deposit Sweep, such as accounts for banks, credit unions, mutual fund and insurance companies, and government entities will sweep to a Money Market Mutual Fund, which may be affiliated with Wells Fargo Advisors. Wells Fargo Advisors may charge fees and receive certain benefits on the cash sweeps. I/We further acknowledge that if Wells ...


    • [PDF File]WellsTrade Money Market Funds

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      Wells Fargo Advisors, Inc. is a non-bank affiliate of Wells Fargo & Company. Wells Fargo Funds Management, LLC is the investment adviser on each of the mutual funds within the Wells Fargo family of funds. The Funds are distributed through Wells Fargo Funds Distributor, LLC. Wells Fargo Advisors, Wells Fargo Funds Management, LLC and Wells


    • [PDF File]Wells Fargo Funds Management, LLC

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      The Wells Fargo Funds . We are responsible for implementing the investment objectives and strategies of the Wells Fargo Funds. To assist in fulfilling these responsibilities, and subject to Board approval, we have contracted with subadvisers to provide day-to-day portfolio - management services to the Wells Fargo Funds. We employ a team of ...


    • [PDF File]Wells Fargo Funds Management, LLC

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      The Wells Fargo Funds We are responsible for implementing the investment objectives and strategies of the Wells Fargo Funds. To assist in fulfilling these responsibilities, and subject to Board approval, we have contracted with sub-advisers to provide day-to-day portfolio management services to the Wells Fargo Funds. We employ a team of investment


    • [PDF File]2018 Tax Information Guide - Wells Fargo Advisors

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      Wells Fargo Clearing Services, LLC (WFCS) is the entity through which your firm clears transactions and is the “Payer” responsible to the Internal Revenue Service (IRS) for reporting your federal income and any tax withholding that appears on your Forms 1099. When reporting information on your tax return (such as on Schedule B of Form


    • [PDF File]FORM 1099-DIV: Municipal interest income

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      Tax-free funds Tax‐free funds are mutual funds with income dividends that are earned from bonds issued by a municipality and are generally exempt from federal income tax. A portion of the federally exempt interest dividends from some state‐specific tax‐free Wells Fargo Funds may be exempt from state income tax, especially if you live in the state of issue. To determine the amount of income exempt …


    • [PDF File]Wells Fargo/BlackRock S&P500 Idx CIT F

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      Wells Fargo/BlackRock S&P500 Idx CIT F Investment Objective The Fund seeks long term capital growth by owning a diversified portfolio of established companies which produce superior and sustainable earnings growth. The Fund offers investors exposure to equity securities by fully replicating the S&P 500 Index. The


    • [PDF File]Wells Fargo Advantage Municipal Money Market Fund Semi …

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      Not part of the semi-annual report. WELLS FARGO INVESTMENT HISTORY 1932 Keystone creates one of the first mutual fund families. 1971 Wells Fargo & Company introduces one of the first institutional index funds. 1978 Wells Fargo applies Markowitz and Sharpe’s research on Modern Portfolio


    • [PDF File]Wells Fargo Funds Management, LLC

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      left navigation panel, select “investment adviser firm” and type in “Wells Fargo Funds Management, LLC” for the firm name). The search results will link you to both Parts 1 and 2 of our Form ADV. “Wells Fargo Funds Management, LLC is a registered investment adviser with the SEC. Our


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