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Wells Fargo Advantage Short-Term Bond Fund Class C – WFSHX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
8.790.01 (+0.11%)8.74 - 8.830.0

Market data as of 6:06PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - WFSHX

The investment seeks current income consistent with capital preservation. The fund normally invests at least 80% of its net assets in debt securities. It invests up to 25% of the fund's total assets in U.S. dollar-denominated debt securities of foreign issuers and up to 15% of its total assets in below investment-grade debt securities. The fund invests in both investment-grade and below investment-grade debt securities and may also invest in U.S. dollar-denominated debt securities of foreign issuers. It may invest in a variety of debt securities, including corporate, mortgage- and asset-backed securities, bank loans and U.S. government obligations.

Growth of $10,000 (10 Years)

Total Return1.92%
Yield (Trailing 12 Mo.)0.29%
Expense Ratio1.56%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure11 Years
Fund Inception03/31/2008

Trailing Total Returns - WFSHX

as of 02/28/2015
TimeframeWFSHXS&P 500Short-Term Bond
1 Month-0.07%5.75%0.03%
3 Month-0.06%2.31%0.18%
1 Year0.19%15.51%0.97%
3 Year0.62%18.00%1.47%
5 Year1.13%16.18%2.16%
10 Year2.30%7.99%3.02%
Since Inception1.92%10.71%--

Sector Allocation - WFSHX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - WFSHX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$600.98M
Total Stock Holdings0
Total Bond Holdings262

Bond Credit Quality - WFSHX

as of 02/28/2015
Below B0.19%
Not Rated0.77%

Top Ten Holdings - WFSHX

as of 02/28/2015
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Mar15 Xcbt 20150331--20.66%
Chase Issuance Tr 2012-5a 0.59%--0.71%
Jp Morgan Chase Cmbs 2014-Inn CMO--0.66%
Volvo Finl Equip Llc 2014-1 0.54%--0.64%
Nissan Auto Lease Tr 2014-B 0.73%--0.64%
GNMA CMO 1.829%--0.62%
US Treasury Note 1.375%--0.60%
Port Port Arthur Tex Nav Dist--0.59%
Murray Str Invt Tr I 4.647%--0.56%
Bear Stearns Cos 5.55%--0.55%

Valuation & Growth - WFSHX

as of 02/28/2015
ValuationWFSHXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - WFSHX, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnBelow Avg
Key:  Lo 

Tax Analysis - WFSHX, 3 Year Avg

Pretax Return0.62%
Tax-adjusted Return0.42%
Tax Cost Ratio0.20%
Potential Cap Gains0.42%

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